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Take the guesswork out of evaluating and improving the business side of your funds. With Success Optimizer, you can harness the power of exclusive data and analytics for deeper insights into the key drivers of fund success: price, performance, allocation, demographics and channel.
Success Optimizer evaluates the degree of influence each factor has on the velocity and extent of asset flows, identifying the combinations of factors likely to put money on the move at each stage. Knowing how your fund stacks up factor by factor for up to ten competitors helps set your priorities.
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Broadridge is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.
