Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Asset managers require deep insights to successfully navigate the ever-evolving market and regulatory landscape. By utilizing Broadridge's comprehensive fund and ETF data for both retail and institutional third-party distribution channels, Market Analytics provides an unmatched perspective on industry flows. This enables firms to make well-informed choices regarding product development, ultimately enhancing marketing and sales performance. Broadridge serves as a unified resource for investigating and comprehending market trends and opportunities. Gain a clear understanding of the competitive environment surrounding funds and ETFs, and acquire a business-centric perspective on assets and net flows in relation to your direct rivals. Our team of representatives and specialists is prepared to offer the solutions necessary for your business's advancement. Witness how Broadridge's data-driven technological solutions can substantially influence your profitability through improved operational efficiency and enhanced insights. Furthermore, the trends in industry fund and ETF flows not only provide valuable insights but also assist in pinpointing potential new business opportunities. By staying informed, asset managers can position themselves strategically for future growth.

Description

Gain insights into your customers and foster meaningful engagement through impactful, timely analytics aligned with your business objectives. FirstRain offers a uniquely tailored perspective on your clientele, industry landscape, strategic initiatives, and competitive environment. By simplifying the complexities of customer behaviors and market dynamics, FirstRain equips you with a significant edge over your rivals. This robust, Software as a Service (SaaS) analytics platform autonomously identifies fresh sales leads, strategies for market expansion, and innovative approaches to risk management. Stay informed about the latest happenings, including important changes in management, developments within your industry, and insights regarding your main competitors. The “Who To Call” feature provides timely notifications on potential "Deal Threats & Accelerators," reasons to initiate contact, and other vital information. With access available anytime through the application or your daily email summary, you can stay ahead in a competitive marketplace. Additionally, this comprehensive tool empowers you to make informed decisions and seize opportunities as they arise.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aurea CRM No 
Causal No 
SmartForm No 
Synoptos No 

Integrations

Aurea CRM Yes 
Causal Yes 
SmartForm Yes 
Synoptos Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Broadridge

Country

United States

Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/access-unique-distribution-insights/market-analytics

Vendor Details

Company Name

Aurea Software

Founded

2012

Country

United States

Website

www.aurea.com/library/firstrain/

Product Features

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics Yes 
Profitability Analysis No 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

Alternatives

Alternatives

Broadridge Cash Management Reviews

Broadridge Cash Management

Broadridge Financial Solutions
Basil Reviews

Basil

Basil Systems