InstitutionalFundSales

InstitutionalFundSales is rated 3 out of 5 in the category information services. Read and write reviews about InstitutionalFundSales. InstitutionalFundSales, the online service that enhances commercial team’s productivity at fund management firms. It answers the question Who Owns What? by providing underlying 3rd party fund holding information at a client, portfolio, category or competitor level. ----- Who owns what ----- For you fund sales person and marketer. To get spot-on views of your clients & prospects portfolios and underlying mutual funds. Up-to-date competitive intelligence Easy tracking of your competitor fund management companies Discover valuable sales prospects What are fund of funds buying from your competitors in a given territory or target client? What fund categories are being added into your prospects portfolios? Effective planning for sales meetings Know what your prospect or client fund management company holds at a portfolio or aggregate level.