Features
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.
