Target where you can win

Identify pools of assets where your funds have a competitive advantage. Leverage talking points for more informed conversations.

• Cloud-Based Mobile Application
• Intuitive User Experience
• Product Level Recommendations
• Qualified Opportunity Calculation
• Heat Map Analysis
• Defend at-risk Positions

Features

• **Focus on your key advantages: **Assess potential opportunities by examining performance, expense ratios, Morningstar ratings and other parameters to see how your funds compare to others.
• **Prepare for informed conversations: **Get deep prospect insight and information on AUM, asset allocation and other features that will help you position your funds for success.
• **Assess where you stand: **Rate how your funds compare with helpful color-coded charts that highlight relevant data, including performance indicators, expense ratios and existing portfolio holdings.