MMI-Cerulli “Advisory Solutions Quarterly” and Data Portal Now Available

MMI and Cerulli Associates are pleased to present the first edition of Advisory Solutions Quarterly, the new-look quarterly data summary for MMI members.

Download Advisory Solutions Quarterly – Q3 2018

With the transition of MMI’s industry data platform to Cerulli, this new joint publication showcases the combined MMI-Cerulli data sets and replaces MMI Central. The report offers a quick, easily digested snapshot of the advisory solutions marketplace with a fresh, updated design and the insights of the Cerulli research team.

In addition, for a deeper dive into the data, MMI members that contribute their advisory solutions data to Cerulli on a quarterly basis now have access to the new MMI-Cerulli Advisory Solutions Data portal through Cerulli’s online Lodestar platform. This new portal, the replacement for MMI OnDemand, features a streamlined user interface, enhanced graphics, and additional functionality.

Eligible firms will receive a separate communication directly from Cerulli with login credentials and instructions on how to access the MMI-Cerulli data portal.

After months of behind-the-scenes work, Advisory Solutions Quarterly and the MMI-Cerulli portal are the first tangible deliverables from the new MMI-Cerulli data partnership. We hope you will see immediate value in these new tools and look forward to your feedback.

If you have any issues logging in to access the report on the MMI website, please call MMI at (646) 868-8500.
If you have any questions regarding the report itself or the new online portal, please email Cerulli at