WalletShare™ provides faster, more accurate insight into your market share information1 that you can immediately turn into action.
* Morningstar® category
* Ratings Matchups
* New Products Sold
* Top Growing Categories
* Asset Manager Loyalty Scores
* And Many More
WalletShare data can also easily integrate with your CRM and/or sales reporting systems.
WalletShare uses SalesConnectTM to consistently and uniformly reconcile trades and assets, assign all trades to a specific office location (rather than simply a ZIP code), and break out multiple offices at single address – delivering more precise and complete market share data.
1Based on information provided by participating fund complexes.
2Based on calculations on, or algorithms run against, information provided by participating fund complexes.