A distribution intelligence platform powered by industry-leading consortiums of the most prominent active asset managers and annuity providers.
Drive meaningful decision making with the highest quality data
MarketPro Annuity delivers sales intelligence at local geography and intermediary location levels, enabling users to accurately size opportunities, measure the effectiveness of their distribution efforts, and understand their competitive position from a sales, redemption and AUM perspective.
Exclusive, Integrated Data & Research
- Coverage of Mutual Funds, SMAs, Variable Annuities, Fixed Annuities, Indexed Annuities
- Integration with DCIO transactions and AUM
- Broker/Dealer and RIA channel coverage
- Fully integrated product detail, including proprietary classifications and metrics
- Up to a decade of trended transactional data
Presented to Facilitate Decisions
- Industry leading usage options, including enterprise data feeds, advanced web-based workstation, and interactive dashboards
- Unmatched workflow and analytics options via Simfund Distribution platform
- Unmatched in-person delivery of data insights and client-specific implications
- High-touch consultative relationships that span client organizations
- Deep, senior executive engagement
EXTENSIVE INTERMEDIARY EXPERTISE
Comprehensive Product Data
Extensive distribution data covering multiple product types including Mutual Funds, Variable Annuities, Fixed Annuities, Indexed Annuities and SMAs.
Historical Trend
Analysis
Historic trend analysis powered by a decade of transactional data.
Unparalleled Sales Insights
Evaluate sales opportunities and track market share across over 127,000 offices and over 1,500 intermediary firms.
Continuous Expert Engagement
Ongoing, advisory-led engagement with industry experts via in-person, client-specific presentations and analysis