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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.
Elevate the key drivers of fund longevity
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
2. Proprietary insights across the fund lifecycle
3. Easily access fund insights and identify trends
4. Customized “what-if” fund scenarios