Growth Dynamics

Interpret Trends. Strengthen Relationships. Discover Opportunity.

What we do

OUR VALUE

Leverage robust data to answer key product-demand questions and anticipate trends. With 10+ years of asset and sales data from 900+ broker-dealers and RIAs, you can create strategies designed to help you grow, manage risk and optimize relationships.

How we help

SOLUTION HIGHLIGHTS

01

Platform & Branch Transparency

Leverage platform- and branch-level detail and analytics to tailor your sales strategies for wholesalers and national accounts.

02

Financial Advisor Data & Sales Campaigns

Customize data packages for your partners and strengthen relationships and platform growth with sales campaigns that include wholesaler activity reporting, so you can benefit from the full feedback loop.

03

Thought Leadership & Research

Gain a better understanding of industry themes and growth opportunities with a strategic view of product wrapper and category trends.

What you gain

BENEFITS AT A GLANCE

Interpret Trends

Stay on top of trends with analytical dashboards and reports that track them at the market, wealth sponsor, strategy and product levels. We also conduct quarterly webinars exploring impactful trends.

Strengthen Partnerships

Pursue your growth plans backed by data packages and financial advisor focus lists with optional sales campaign tracking.

Discover Opportunity

Uncover opportunities with Growth Dynamics dashboards and reports. Our Workflow data collection tool complements sales campaigns and supports due diligence activities.