Grow Your Business and Minimize Risk

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 improve sales performance, product oversight efforts, due diligence activities, relationship and product management activities that drive success.

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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.

    Learn more in our Distribution Management Solution Brief (PDF 307 KB)

  • 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.

    Learn more in our Subadvisor Certification Solution Brief (PDF 548 KB)

    Learn more in our Investment Manager Assessment Brief (PDF 303 KB)

Business Insights

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FEATURED

Intelligent Dashboards for Operational Efficiency

Christine Gill, Global Head of Asset Manager and Investor Solutions, illustrates how customizable Intelligent Dashboards from Intermediary Analytics can meet the specific needs of asset managers.

 

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VIDEO

Streamlining the Subadvisor Certification Process

Christine Gill, Global Head of Asset Manager and Investor Solutions, discusses the rise of subadvisors and how asset managers can perform due diligence efficiently using Intermediary Analytics.

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Three Trends Driving Active ETF Interest

What are the key structural trends driving interest in Active ETFs? We examine this question in light of ETF product growth, advisor demand and a focus on fees.

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The Growth Trajectory of Separately Managed Accounts Continues

While Exchange-Traded Fund (ETF) and mutual fund flows tend to garner headlines, a somewhat overlooked area of consistent growth is Separately Managed Accounts (SMAs).

 

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VIDEO

Applying Distribution Analytics

Christine Gill, Global Head of Asset Manager and Investor Solutions, explains how the Intermediary Analytics suite helps asset managers improve business performance and grow assets.

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What’s Behind Mutual Fund Flow Growth?

Almost halfway into 2018, current retail trends are building from the past three years. To understand where we are headed, and if this trajectory will continue, it’s helpful to look at where we’ve been.

Why Intermediary Analytics?

Our product intelligence and oversight tools help you improve distribution effectiveness.

You benefit from the power of actionable metrics, delivered to the right people at the right time.

Better control your due diligence and oversight compliance processes and reporting.

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