Wholesale investors’ holdings of third party funds in our proprietary databases can help you grow sales and retain business
Automate
Put the right info in the hands of your sales team
Improve the quality of client iteration with more meaningful and fruitful conversations by having relevant ownership data integrated into the CRM platform your sales reps access regularly. Our 100% customisable feeds enable this.
Client X-ray
On demand one-pagers to understand how your wholesale targets allocate into third party funds
With IFS target investor tear-sheets you get the info your account managers would love to make an impact on your target accounts.
IFS Consulting
Assistance through the complete sales cycle
We can provide critical assistance along the sales cycle, from pre-registration to fund-range optimisation. Competitive landscape analyses and dedicated ad-hoc reports as per your specific requirements.