Sales and Asset Reporting

Deeper market intelligence to maximize sales

Enhance your targeted sales strategies and programs with dynamic data. Our sales and asset reporting technology transforms shareholder and intermediary data into market intelligence for evaluating sales trends, managing risk and identifying new opportunities.

Stay ahead of product sales trends

Our wide set of distributor data improves market visibility and makes it easy to 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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