Intermediary Analytics

Analyze Trends. Expand Distribution.


Our industry data, analytics, and workflow solutions are designed to provide the business intelligence you need to accomplish your goals. Intermediary Analytics specializes in business intelligence solutions designed to maximize the interactions of asset managers and broker-dealers in their respective product distribution efforts. Our solutions are used by industry practitioners to help improve sales performance, product oversight efforts, due diligence activities, and the relationship and product management activities that drive success.


Get secure access – anytime, anywhere – to critical industry data, such as asset and sales information on fund products, and powerful analytical tools with our Distribution Management Solution, a sophisticated, modular, web-based business intelligence solution.


To make the best decisions, you need the best data. Our Distribution Management Solution transforms assets under management (AUM) and asset flow data, received directly from our broker dealer sponsors, into actionable dashboards and reports, giving you a comprehensive picture to make the most informed decisions. You obtain data analytics that help answer key questions, so your firm can assess options and execute with confidence in today's competitive landscape.


You also receive a comprehensive set of reports that touch all aspects of a business, providing integral data and insight into productivity levels and asset holdings. You will spend less time gathering data so you can spend more time crafting action-oriented strategies that drive successful execution.

Intelligent Dashboard™ is a secure, web-based, business intelligence tool that gives you and your stakeholders the right information at the right time. It turns massive amounts of data into actionable metrics, delivered when you need them.


Intelligent Dashboard helps you monitor key performance indicators and make data-driven decisions on your tactical and strategic objectives. Its customized dashboards provide an easy-to-read scorecard to help you manage more effectively. You can establish and monitor thresholds (and receive exception-based email alerts if thresholds are breached), allowing you to effectively support compliance, regulatory and audit roles.


Intelligent Dashboard eliminates the need for complex spreadsheets and individual manipulation of data. Your management team can view the same results in an easy-to-read format. Teams across your organization can use this tool, including:


  • Sales and distribution management
  • Compliance
  • Treasury
  • Securities lending
  • Executive fund management
  • Price optimization
  • Sales performance

Spend more time on strategic tasks—not on manual data gathering activities. Our Due Diligence Workflow Solution consolidates compliance processes and automates reporting across investment managers and subadvisors.


For investment managers who impose rigorous requirements for subadvisor approval, the Subadvisor Certification feature delivers a secure, web-based certification process to approve and monitor all of your subadvisor relationships. Your compliance staff will have better analytics and reporting and enhanced risk mitigation, and you will spend less time and fewer resources certifying managers.


The Investment Manager Assessment feature is designed for broker-dealers seeking to continuously evaluate and qualify investment managers and their offerings. It is a customizable solution featuring an automated Request for Proposal (RFP) process, manager onboarding capability and ongoing manager due diligence. This feature transforms paper-based, labor-intensive manual processes into a modernized workflow that reduces operational expenses, improves documentation and helps you manage risk.

Our Insights

April 2021

Money in Motion

While 2020 is a year most would like to forget, certain trends either emerged or accelerated across the national broker-dealer universe that will influence how product development and distribution teams plan and strategize for the years ahead.

February 2021

Q3 2020 Recovery Continues

What are the trends that should shape distribution strategies in 2021?

November 2020

Q2 Rebound in Active and Passive Asset Flows: Three Key Themes

As the markets normalize, fund flows between active and passive products are being influenced by the crosscurrents of ongoing volatility, a continued rotation into fixed income, and the ascension of Rep-as-PM programs.

December 2019

Top 3 Trends Around Active Fund Flows

Looking for additional insights that can potentially help support sales efforts? Distribution trend analysis, offered by Intermediary Analytics, part of BNY Mellon’s Data and Analytics Solutions, can help you understand the drivers behind advisors’ use of active and passive products.

Our Solutions

Ready to grow your business?

Speak to our team.