Gain deep insight into your investors and identify key opportunities to expand your customer base by understanding who is buying your funds.

Now, with Investor Intelligence, you’ll gain a clearer perspective of who your investors are. With deep insights into your advisor’s customers, your wholesalers can have more productive consultative conversations with advisors. Plus, your marketing team can create more effective direct-to-consumer marketing campaigns.

BENCHMARK AGAINST YOUR PEERS

See how your firm’s funds compare to those of other asset managers in critical areas such as investor life stage, estimate of investable assets, geography and Morningstar category. With direct-measured data from over 800 contributing industry sources, you’ll obtain an accurate picture of household investment mix and the wallet share of your respective funds versus your competitors’.

ZERO IN ON MARKET OPPORTUNITIES

Apply key marketing intelligence to household investment profiles to see new ways to expand your market share. Leverage Broadridge Investor Personas, the industry-leading market segmentation solution that categorizes investors into 13 distinct personas. Utilize sophisticated tools and analytics to pinpoint competitive advantages.

START A NEW CONVERSATION WITH WEALTH ADVISORS

Give your wholesalers something new and exciting to talk about. Guide advisors in seeing how your funds would be attractive to additional investors. Provide rich profiles of the current investor base for each fund at the advisor and overall market level. Illustrate how your fund compares favorably through benchmarking.