IQ Dataminer

Tap into our proprietary Investor Quantitative™ Database with over a 120 million data points on saving, investing and advice. Design custom segments, run your own queries and access historical data quickly through our easy to use software.


GET A DEMO

Demographics

Age, gender, race, family,
lifestage, employment,
life events, health and more

Household Finance

  • Saving
  • Spending
  • Account Types
  • Real Estate
  • See More
Read the latest report

Timely Topics

  • COVID-19 Tracking (2020-Mar)
  • Wealth Transfer (2015, 2018)
  • Retirement Income (2012, 2014, 2016)
  • Family Discussions (2015, 2018)
  • See More
Read the latest report

Money Movement

  • Activity Level (Done vs. Considering)
  • Transaction Amount
  • Timing of Decision
  • Motivating factors

Retirement & Funding

  • Stopping Work: Vision/Reality
  • Income Replacement Rate
  • Sources of Income in Retirement
  • Workplace Retirement Plans
Read the latest report

Attitudes & Sentiment

  • Sentiment
  • Goals
  • Concerns
  • Attitudes
Read the latest report

Stores & Success Metrics

  • Store Relationships
  • Share of Wallet
  • Main Source of Retirement Advice
  • Trust
  • See More
Read the latest report

Pain Points & Actions

  • Difficulty with Financial Tasks
  • Seeking Help For Financial Tasks
  • Actions Taken/Planned
Read the latest report

Advice & Technology

  • Decision-Making Preference
  • Sources of Information & Advice: Reliance
  • Sources of Information & Advice: Frequency of Consultation
  • Online Activities
Read the latest report

Wants & Pricing

  • Wants from Firm: Importance
  • Wants from Financial Professional: Importance
  • Perception of Value
  • Pricing Mechanism & Amount
  • See More
Read the latest report

Investment Products & Asset Managers

  • Asset Class Allocation
  • Investment Products Owned
  • Online Brokerage Ownership & Trading Frequency
  • Cryptocurrency
Read the latest report