AUM Dashboard

Track AUM by fund, geography, and time. Integrate data for insights to optimize strategies and performance.

Track your firm’s AUM by fund, geography, and over time with our comprehensive solution. Designed for asset managers and fund wholesalers, our command center allows you to analyze top relationships with broker/dealers and segment by wholesaler territory. Seamlessly integrate Broadridge data along with your firm’s Salesforce and transaction data to create a complete dataset of inflows and outflows. Gain insights and optimize strategies for better decision-making and improved performance.

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