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Distribution Insight Dashboards

Visualize success across every KPI, territory and channel.

Your business runs on data, but it’s hard to make decisions when you’re toggling between multiple platforms and spreadsheets.

With Broadridge Distribution Insight Dashboards, you’ll gain a faster, richer perspective on the best ways to target your sales and marketing efforts. Broadridge offers integrated powerful analytics and prospecting tools with industry-leading data, so you get the complete picture through a single, simple and intuitive experience.

Fuel your business with the most complete sales and asset data in the industry. Broadridge Distribution Insight Dashboards provide an integrated view of three critical applications:

  • Market Analytics: View your market share of assets and net flows in mutual funds and ETFs sold through RIAs, IBDs, wirehouses and banks at the individual distributor level.
  • Sales Analytics: Analyze top producers and prospects based on daily transactional data and asset information.
  • Opportunity Hunter: Identify and prioritize your best opportunities to gain new assets under management (AUM) and engage top prospects.

Now, everyone on your team can get the information needed to analyze, manage and grow your business. Team members can customize their own dashboards so they’ll see the data and analytics most relevant to their business.

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