InvestorView

Power up your targeted marketing with deep customer segmentation and an intuitive platform.

Explore InvestorView

Precision target your clients based on 13 distinct investor personas, categorized by life stage, investable assets and geography.

Optimize your marketing spend

Gain strategic insights required to engage investors profitably based on their financial capacity and needs.

Deliver the right message to the right investor

Unparalleled data and robust gap analyses uncover investor potential and best next messaging.

Unrivaled investor data and analytics

Our data works with yours

Running your data through our segmentation models for insights on your investors is easy

Segmentation data that’s always fresh

13 investor personas estimate total liquid investable assets and product preferences

Analytics that mean business

Market segmentation and opportunity gap analyses let you identify and target top investors with an effective client treatment plan.

Benefit from a single, intuitive platform

InvestorView aggregates data across sources and makes it easy to uncover powerful activity drivers.

Unparalleled data analytics

Identify investors with the most investment potential.
Code client and prospect records and run analyses on demand.
An intuitive interface that facilitates analyses of investor financial capacity.
Direct-measured investor data from over 800 contributing industry sources.

Strategic investor intelligence

Match your existing customer and prospect lists against our models.
Intuitive visualizations of individual and market profiles make analysis simple.
Target the right investor with the right product.

Industry-leading market segmentation

13 distinct investor personas, categorized by life stage, investable assets, and geography.
Snapshot view of your book of business, uncovering new opportunities.
Identify household wallet share and assets held away.

What's next for your business?

We want to hear more about what you need to improve your business and drive transformative innovation, efficiency, and growth.

First name

Last name

Work email address

Telephone

Job title

Company name

Country

What would you like a Broadridge specialist to contact you about?

By proceeding, you agree that Broadridge can use your personal information to respond to your inquiry and send you occasional updates about Broadridge solutions and thought leadership. You can unsubscribe from our communications at any time. To learn more, view our Privacy Statement.

Want to speak with a specialist?

North America

+1 800 353 0103(option 3)

EMEA +44 162 591 9082

Hong Kong +852 3004 3094

Singapore +65 31 351 278