Fund Distribution

Maximise conversations with clients by truly adding value

Consistently higher quality conversations

Give your salespeople the tools, knowledge and skills they need to maximise new business conversations.

Peer analysis

Instead of asking your colleagues for reports, have instant access to your funds vs. peers

Buyer’s perspective

Use a tool designed by your clients so you know you are looking at exactly the right metrics

Alerts on key changes

Be able to flag changes in your own funds to clients, or be aware of changes in competitors

Mobile friendly

Spend minutes ahead of a meeting better understanding your client’s current holdings

A modern platform for a modernising industry

Most fund data platforms are old, clunky, and only available as a desktop application. You can’t access them  on your mobile. They’re not built for collaboration. Not everyone in your team has access. And even if they did, they’d need a PhD to figure it out. How can your team deliver great results with their hands tied behind their backs?
The state of today’s market is not good enough. Your team needs access to the right data at the right time. So they can make the right decisions.
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Find out how AM Insights can deliver higher quality conversations

Request a free consultation to find out how AM Insights can help your sales performance
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