Fund Sales Database

Gain Access to the Most Accurate Fund Sales Data Available

Exclusively for IXI►Net Member Firms, IXI’s Marketvision for Wholesale Mutual Funds database reports directly measured fund sales data across the U.S.  All figures are mapped to the branch location that made the sale (not to the address of the investor) and are updated quarterly to provide data coverage and geographic detail that no other data source can match.

Analyze Share by Custom Territory and Distribution Channel

MarketVision for Wholesale Mutual Funds enables your firm to assess share, market size, market growth, and growth in share for new fund sales:

• By Custom Territory - analyze for your firm’s custom wholesaler territories or for any standard geography (state, MSA, DMA, metroplex, county, 5-digit ZIP Code)
• By Custom Distribution Channel - access data for any custom or standard channel (wirehouse, other brokerage, financial advisor, bank, insurance)
• By Fund Objective - Measure consumer product demand for differing fund objectives and see which products are selling the most in which channel and geography

Assess Your Firm’s Share of New Fund Sales Compared to Your Peers by Custom Territory

Using your firm’s custom wholesaler territories, you can assess your firm’s share compared to the growth rate of peer group fund sales. Reward territories with exceptional performance and identify areas for improvement.