Confidential monthly peer benchmarking built specifically for Canadian independent dealers — and included with FID/FCI membership. No comparable service exists for our channel; the commercial analogues price out every firm below enterprise scale.
1. Members log in to the FID portal as usual
2. Click "Pulse Survey" — auto-authenticated via secure token
3. Answer 5 quick questions about their firm's month
4. Instantly access the anonymized industry dashboard
Firm-level figures are never displayed. Peer-group breakdowns only render once at least five firms have submitted, so no member can be identified from the data.
Channel AUM & rep trends — month-over-month movement across independent dealers
Business sentiment — where peers see the market heading
Technology & AI adoption — what comparable firms are actually deploying
CFR readiness — compliance confidence benchmarked against the channel
Peer cohorts — large / mid / small, so comparisons are meaningful
The same data feeds Monday Musings commentary and the quarterly member PDF — so the numbers surface where members already read.
Built for this channel
Mainstream benchmarking services are designed around banks and wirehouses. Independent dealers sit outside their taxonomies — so when the reports arrive, we're a footnote, if we appear at all.
Priced for every member
Commercial peer-benchmarking subscriptions start in the five figures per year and climb from there. Pulse is included in FID/FCI membership, so a twelve-rep firm gets the same view as the largest member.
Run by the industry body
Data stays in Canada, inside Federation-controlled infrastructure. Dashboards only return anonymized aggregates, and no third-party vendor ever sees firm-level responses.
Built by the channel, for the channel — Pulse will be the foundation for every future piece of member intelligence the Federation publishes, shaped entirely by the firms it serves.