- Learn More: Solutions for Brokerage Firms
- Success Story: Improving Wholesaler Effectiveness by Focusing on Top Locations
- Featured Application: Online Targeting
To gain a comprehensive view of the market for mutual funds, fund groups need a reliable source for information.
Direct-Marketed Fund Groups: IXI’s solutions for direct-marketed fund groups are unmatched in their coverage and level of precision because they are based on measured data gathered directly from leading financial services firms. IXI measures over 90% of all direct-marketed fund assets and translates this into share of market and market size insights for fund groups via IXI’s MarketVision for Securities. IXI’s Solutions for Brokerage Firms also include household level insights based on direct measurement of approximately $10 trillion in anonymous consumer assets, enabling fund groups to target households with the most asset opportunity and determine the most appropriate products and services to sell.
Wholesale Marketed Fund Groups: IXI is working to develop new solutions for wholesale marketed fund groups, leveraging both IXI’s direct measurement of wholesale fund sales gathered from the nation’s leading mutual fund manufacturers as well as from industry groups. For more information, please contact us.