Close

Sales and Asset Reporting

Deeper market intelligence to maximize sales

Target your targeted sales strategies and programs with dynamic ETF data. Our sales and asset reporting technology transforms securityholder and intermediary data into market intelligence to help evaluate sales trends, manage risk and identify new opportunities.

Stay ahead of product sales trends

Our wide set of distributor ETF data improves market visibility and makes it easy to identify new opportunities by channel, distributor and region.

Marketplace Transparency
Automated Reporting
Analysis by Channel/Firm/Rep
Territory Mapping
Market Share by Category
How We Can Help

More industry information for better insight

90%
Industry asset flows covered by our data.
900+
Distributors analyzed for true industry insight.
contact form image contact form image

Schedule a Demo

Welcome back, {firstName lastName}.

Not {firstName}? Clear the form.