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Success Optimizer

Success Optimizer for Mutual Funds and ETFs

Take the guesswork out of evaluating and improving the business side of your funds. Broadridge helps you harness the power of exclusive data and analytics for deeper insights into the five key drivers of fund success: price, performance, allocation, demographics and channel.

Powerful analytics into the five key drivers of fund success

Benchmark your funds to peers to learn where sales, marketing and distribution resources can drive the biggest benefit to your fund flows and bottom line. Predictive analytics spot new trends.

See Product and Channel Costs

Gain Investor Demographic Data

Get Peer Returns in Each Channel

Assess Model and Channel Allocations

Analyze Distribution Data by Channel

Spot Trends via Predictive Analytics

Elevate the key drivers of fund longevity

Success Optimizer analyzes the degree of influence each factor has on the velocity and extent of asset flows. It also identifies the combination of factors likely to put fund flows in motion at each stage.

Learn more about Broadridge Success Optimizer for Mutual Fund and ETF providers

Unpack the drivers behind the success of your mutual funds and ETFs

Our proprietary platform makes it simple to identify, weigh, test and monitor key success factors to optimize the business side of fund management.

1. Rapid deployment

Full client support
Fast and easy implementation

2. Proprietary insights across the fund lifecycle

Proprietary data sets
Proven algorithms

3. Easily access fund insights and identify trends

Easy-to-use dashboards
Fund findings at your fingertips
Forward-looking analytics

4. Customized “what-if” fund scenarios

Assess the impact of various channel, pricing and other options

See Product Specifications

How We Can Help

Identify the factors that put money on the move

$70T

Global assets tracked.

$15T

Intermediary held mutual funds and ETFs.

80K

Portfolios.

Success Optimizer for Mutual Funds and ETFs

Success Optimizer for Mutual Funds and ETFs

Distribution Insight

Distribution Insight

Study: ETFs Poised to Surpass Actively Managed Mutual Funds

Study: ETFs Poised to Surpass Actively Managed Mutual Funds

Get a Complete Picture of Model Portfolio Holdings

Get a Complete Picture of Model Portfolio Holdings

Let’s talk about
what’s next for you

Our representatives and specialists are ready with the solutions you need to advance your business.

REQUEST INFORMATION