Sales Analytics is a powerful enterprise sales solution for asset managers. It includes comprehensive daily transactional data and asset information to help you analyze, manage and grow your business.
Features:
- Identify your top producers and prospects faster and easier
- Quickly see changing advisor and client dynamics to position your products for growth
- Discover and analyze sales trends by product, territory and wholesaler
- Utilize leading-edge customizable visualization tools to analyze and report sales
- Understand your sales by distribution channel, intermediary, and product
