Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Integrations
Aurea CRM
No
Causal
No
SmartForm
No
Synoptos
No
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