WalletShare™ 

WalletShare™ provides faster, more accurate insight into your market share information1 that you can immediately turn into action.

    • Analyze your sales across all key channels and lines of business
    • Precisely target and grow your business with existing clients and prospects with dozens of analytics2, including office-level and market share data by:

* Morningstar® category

* Ratings Matchups

* New Products Sold

* Top Growing Categories

* Asset Manager Loyalty Scores

* And Many More

  • Get answers to your specific territory, product, and firm level questions in easily-consumable graphs and numbers presented in our Distribution Intelligence platform, which features an intuitive interface designed around how sales teams and management view and make decisions around their business plans
  • Gain insight quickly and in the field by accessing WalletShare anytime, anywhere via your desktop, tablet, or smartphone

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.  

Contact us to learn more.

1Based on information provided by participating fund complexes.

2Based on calculations on, or algorithms run against, information provided by participating fund complexes.