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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.

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Marketplace Transparency
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Automated Reporting
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Analysis by Channel/Firm/Rep
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Territory Mapping
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Market Share by Category
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Your Source for Retail and Institutional Assets Globally

Distribution Insight delivers the market data, analytics and expert commentary you need to see asset flows, predict trends, assess risk and locate opportunities across global markets.

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.
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