February 14, 2023 - ISS MI

Solutions
- MarketPro
  Identify the points of distribution you should target to grow
- MarketLink
  Flexible API and feed integrations, data cleansing and enrichment services
- MarketReach
  Go-to-Market Strategy, Execution, and Optimization services
- MarketPulse
  Size the market, profile competitors, and design your best opportunities
- MarketSage
  Understand what it takes to win and inform your strategy
- Media
  Engage with the market, grow your audience and power lead generation
Use Cases
- By Goal
  - Revenue Growth
    Sophisticated demand-generation strategies and go-to-market programs
  - Product Excellence
    Launch world-class products that increase market share
  - Talent Development
    Recruiting and retaining the best talent
  - Audience Expansion
    Expand and reach your target audiences
- By Role
  - Product and Strategy
    Launch world-class products, increase market share and grow revenue
  - Distribution and Marketing
    Connect with more firms and professionals across regions, territories and industries.
  - Research and Data Science
    Benchmarking and forecasting tools
  - Talent Acquisition
    Find and recruit financial advisors and insurance professionals
  - Media Planner and Buyer
    global market perspectives, providing advertisers with deeper insights
- By Firm Type
  - Asset Management
    Retail, institutional, and retirement segments covering over 40 global markets
  - Insurance
    Data on insurance and annuities (variable, fixed, indexed) sales, asset flows
  - Other Financial Services
    Wealth management, banking and brokerage, mortgage lending, managed accounts, consumer finance and household wealth, 529 & ABLE, and superannuation segments
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UK Financial Adviser Highlights: 2022 Q4 Report

Platforms that ranked #1 in terms of AUM with a respective financial adviser firm, accounted for all £1 billion of net flows.