Products and Services

Unmatched consumer financial and economic insights that empower your business

MarketVision for Securities

Peer Group Analysis

MarketVision for Securities provides peer group analysis for financial services firms offering brokerage services and direct-marketed mutual funds. It can be used by firms to calculate the likely size, growth, share, and change in share of any standard or customized geographic area in the U.S. all the way down to the ZIP level. MarketVision is available to IXI►Net members only.

It is best used for market sizing and share vs. peer group, territory and branch planning, brand and category development, and sales force management. Firms can compare their performance to a meaningful set of peers and also learn likely consumer demand for over 65 security types and 72 mutual fund objectives.

Key Differentiators of MarketVision for Securities
  1. Based on Foundation of Anonymous Direct-Measured Assets
    • Based on anonymous, aggregated direct-measured financial assets collected from the members of IXI’s network
  2. Better Locates Hot Markets
    • Helps firms determine the regions where they should direct sales resources
    • Used to calculate the size, growth, share, and change in share of any standard or customized geographic area in the U.S.
  3. Tracks the Competition Over Time
    • Compares performance to a meaningful set of peers and likely consumer demand for different security types and mutual fund objectives
    • Tracks change in market size and share from year to year
    • Benchmarks performance based on account size and new versus existing accounts
  4. Detailed Assessments
    • Assesses market size and share with considerable detail by:
      • Geography (down to ZIP Code level)
      • Account type (over 72 fund investment objectives)
      • Product type (over 65 security types)
  5. Available Online
    • Offered via IXI’s online application. Login here
  • TEST