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
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