If you’re a platform, you’re probably wrestling with the following questions:


  • How do we make sure that we have an accurate and consolidated view of who is using our platform on a primary, secondary or even tertiary basis?
  • How do we identify intermediaries whose business flows are changing (either positively or negatively) and take action (ie support, additional training, education, business development).
  • How do we identify potential intermediary clients who don’t use our platform but would be a good fit?
  • How do we ensure that we’re getting the best out of our sales team and remunerate accordingly?
  • How do we know what the market is doing and if our sales trends are in or out of line with the industry?
  • How do we use data to understand the impact of changing trends and sales on revenues and therefore the bottom line?
  • How do we use data to identify short and long-term investment trends and respond appropriately (new product development, sales & marketing campaigns, adviser education)?
  • How do we understand and monitor broader industry trends such as DFM outsourcing, funds of funds, vertical integration and so on?

We will help you obtain timely, fresh and relevant data to help you answer these questions. And more.