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Trends™ Subscription: Empower your organization through superior research


Get exclusive access to monthly research reports and subscriber briefings.

Topics include: consumer attitudes and buying behaviors, trends in advice and guidance, innovations in technology, product and service pricing, retirement planning and more.

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Major Diversified Firm

Why Trends™ Subscription


Build and refine customer, product and distribution strategies through our powerful research and industry insights on saving, investing and advice.

Advance access to all research reports

  • Monthly reports available online
  • Customizable charts through linked software
  • PDFs available for your research library (based on subscription level)
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Monthly Subscriber Briefings

  • Exclusive live webinars hosted by our industry analysts
  • Insights on current and developing industry and consumer trends
  • Access to webinar recordings
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Favorable Pricing on Other Products & Services

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  • Access to Explore Vault™ Qualitative Database
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Trends™ Subscription Access Levels


We offer multiple level of subscriptions designed to meet the size and needs of your organization. Whether you are a small asset manager, a larger distributor or a major diversified financial services company, our access levels can support the structure and complexity of any company.

CURRENT REPORTS
CURRENT REPORTS
1-3 USERS

Me+2


Online Reports
Advance Access to all Report During Subscription
Exclusive Trends Subscriber Briefings (Monthly)
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1-20 USERS

BASIC


Online Reports
Advance Access to all Report During Subscription
Exclusive Trends Subscriber Briefings (Monthly)
Favorable Pricing on other Products/Services
-
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1-50 USERS

STANDARD


Online Reports
Advance Access to all Report During Subscription
Exclusive Trends Subscriber Briefings (Monthly)
Favorable Pricing on other Products/Services
PowerPoint Slide Download
Trends Subscriber Courtesy External Use Policy
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1-100 USERS

ENTERPRISE


Online Reports
Advance Access to all Report During Subscription
Exclusive Trends Subscriber Briefings (Monthly)
Favorable Pricing on other Products/Services
PowerPoint Slide Download
Trends Subscriber Courtesy External Use Policy
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UNLIMITED USERS

ENTERPRISE+


Online Reports
Advance Access to all Report During Subscription
Exclusive Trends Subscriber Briefings (Monthly)
Favorable Pricing on other Products/Services
PowerPoint Slide Download
Trends Subscriber Courtesy External Use Policy
PDF/PowerPoint for Internal Library

Individual Research Reports


Interested in reports without an annual subscription? They are also available at different access levels to accommodate the size and needs of your organization.

CURRENT REPORTS
CURRENT REPORTS
1-20 USERS

BASIC


Online Report
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1-50 USERS

STANDARD


Online Report
Slide Download
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UNLIMITED USERS

ENTERPRISE+


Online Report
Slide Download
PDF/PowerPoint for Internal Library

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"Your webinars are extremely high quality. You can tell a lot of work goes in, and that makes it easy on consumption side."
SVP, Large Asset Manager
"The Hearts & Wallets crew continues to turn out some of the more insightful industry research with a new study on the Drivers of Share of Wallet...with the telling subtitle: "The Primacy Premium and the Connection to Retirement Advice."
Gavin Spitzner, President
Wealth Consulting Partners, LLC.
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Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

Reminder

Hearts & Wallets reports and research are for internal use only. Reports, wording of survey questions, structure of fields and data points are the property of Hearts & Wallets and are protected by copyright. Access to them is provided to you for internal strategic use only, and they cannot be used outside of your company without written consent from Hearts & Wallets LLC. Please contact Client Success to add more users for internal strategic access or to inquire about flexible options for licensing content for external use.

By clicking “I Agree”, you agree to our terms of use and that you have read our privacy policy.

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