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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.

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See Product and Channel Costs
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Gain Investor Demographic Data
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Get Peer Returns in Each Channel
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Assess Model and Channel Allocations
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Analyze Distribution Data by Channel
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Spot Trends via Predictive Analytics

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
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.
Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities Photo: Telecom sales rep meets with a new customer, demonstrating electronic communications capabilities

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