Manager Analytics
SMArtX Analytics gives asset managers powerful insights to grow their businesses. Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.
- Track product adoption, top prospects, platform positioning, and more
Drive Your Distribution With Dynamic Insights
Manually tracking performance across dozens of client accounts can be time-consuming and lack the insights necessary to make informed business decisions. With SMArtX Analytics, asset managers gain access to real-time data to understand performance, pinpoint growth opportunities, and adjust their investment strategies as needed.
Valuable Insights
Real-Time Tracking
Comprehensive Overviews
Data-Driven Decisions
Benefits
SMArtX Analytics brings you powerful data, trends, and insights to shape your business operations.
Comprehensive Business Visibility
With SMArtX Analytics, you gain a complete picture of your strategies, flows, and advisor activity in one unified location.
Real-Time Decision Support
Access up-to-date platform data when you need it to guide prompt, informed decisions.
Product Adoption Tracking
See which investment strategies are gaining traction and where to focus resources.
Prospect Identification
Pinpoint the advisors and firms most likely to engage with your strategies.
Performance Benchmarking
Review your platform positioning relative to peers and competitors.
Growth Opportunity Discovery
Identify untapped markets and new distribution channels to expand your reach.
Features
With our flexible packages, you can choose the level of support you need for your business’s unique goals
Base
Track new and historical advisor allocations with performance data and contact details that are updated regularly.
Core
Gain essential visibility into your firm’s presence on SMArtX with key data, filters, and advisor contact information.
Insight
Craft targeted sales strategies with platform rankings, advanced filters, and geographic asset insights.
Fund
Track mutual fund and ETF usage with asset data, third-party insights, and fund-specific prospecting tools.
Complete
Leverage all-in-one access to Core, Insight, and Fund data for a comprehensive view of your business on SMArtX.
Advisor Access
Identify the best prospects and gain insights to tailor your engagement and support.
Data Packages – Business Expansion
Discover potential areas to drive new business growth within SMArtX.
Data Packages – Business Snapshot
Gain a comprehensive view of your book of business on SMArtX, providing valuable insights about your product growth and client base.
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