A confidential monthly survey that gives FID/FCI member firms anonymized benchmarking data about the independent dealer channel.
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
No firm-level data is ever shown. Peer group breakdowns require a minimum of 5 submissions to prevent identification.
Industry AUM & rep trends — month-over-month
Business sentiment — where peers see the market heading
Technology & AI adoption — what others are doing
CFR compliance confidence — readiness benchmarking
Peer group comparisons — large / mid / small
Plus: automated Monday Musings snippets and quarterly PDF reports generated from the data.
FID Website
Hosted on a private Canadian server with end-to-end TLS encryption. Generates a cryptographically signed token when a member clicks through to Pulse.
Pulse API
Encrypted at rest and in transit. Validates tokens, stores survey data in a secured database, and serves the anonymised dashboard.
Privacy & Security
All data stays in Canada. Firewall-protected infrastructure. Dashboard queries anonymised views only. API role has read-only access to aggregates.
Also includes: CIRO dealer register tracking, automated billing feed integration, and PDF report generation.