Features Institutional Fund Sales

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Opportunity discovery, presales homework

Discover green areas you could explore to grow your firm's AUM. Easy filtering by target

Use the Target filter to get spot-on views of your clients' portfolios and underlying mutual funds. Screening by target can help you optimise your time by ensuring you act on the relevant short list of candidates. Know what fund categories are being added into your prospects' portfolios.

Find out the fund categories your clients demand

Identifying prospects that follow a specific investment objective or asset type has never been so straightforward

With the Category filter you can discover valuable sales prospects, plan a fund manager roadshow or decide which products you should register for sale in a country

Analyze your competitors' footprint

Check out your peers' position with clients and prospect clients, both at portfolio level and aggregated by competitor

Planning a campaign to displace a competitor product? Only two clicks to see who holds it and easily export the data to excel to assign the displacement task to your team. You can maintain and improve your competitive dashboard as well as track your peers in no-time with up-to-date reliable information.