WalletShare

Growing sales and retaining assets in today’s environment requires timely, accurate market share data, and analysis into your distribution partners by territory, channel, firm, and office.

WalletShare delivers monthly key sales and performance indicators – filled with in-depth analytics – that can help you in growing your financial intermediary sales and defending your assets.

Evaluate your sales: Get detailed monthly report cards of your industry sales and market share by channel, territory, firm, office, and products.

Zero in on opportunities: Use Green Space to unearth your best sales opportunity offices where you have a distinct product advantage, rather chase sales you won’t.

Precisely target and grow your business: Use our customizable sales analytics to get insights into offices where your funds have an advantageous ratings match-up, expense ratio, and more.

Access industry-leading distribution research: Learn the latest data-driven market intelligence and recommendations for optimizing your coverage models, team structures, and compensation structures aligned to your firm’s needs.

Engage experienced consultants: Dive deeper into insightful strategies and recommendation for your specific business with our team of experienced consultants.

Choose how you want to view, work with, and share WalletShare data and insights via our Distribution Intelligence platform. Or opt to export your WalletShare data to your CRM and sales reporting systems.