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About Broadridge

Sales Analytics

Your online platform to analyze and grow your business

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
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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