Sales and Asset Reporting

Deeper market intelligence to maximize sales

Targeted sales strategies driven by market intelligence equip advisors to grow their practice. Broadridge transforms shareholder and intermediary data into insights to help retirement services providers and other asset managers evaluate sales trends, manage risk and identify new opportunities.

Stay ahead of product sales trends

Our broad set of distributor data creates market visibility to help advisors identify new opportunities by channel, distributor and region.

Marketplace Transparency
Automated Reporting
Analysis by Channel/Firm/Rep
Territory Mapping
Market Share by Category

Fund Intelligence Goes Global

Learn how Broadridge is expanding its sales and asset reporting for a global marketplace.

How We Can Help

More industry information for better insight

Industry asset flows covered by our data.
Distributors analyzed for true industry insight.
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