Client matching & sales attribution
Gain enhanced visibility of client activity, connecting each flow to your advisors and influencers to empower data-driven distribution strategy and performance management.
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Eliminate distribution blind spots
Our intelligent matching platform enables investment managers to see through their distribution network, connecting every flow to the right advisor and client relationship
Single customer view
Automatically cleanse and match thousands of global distributors, advisors and clients with universal recognition capabilities
Managed services
Our experienced specialists manage data transformation and ongoing support with no business disruption
True sales enablement
Empower sales with tailored, timely indicators and alerts that go beyond 'rear view mirror' reporting
Role-based attribution
Capture every party influencing flows with multi-matching account enrichment and contact or company matching
Global data coverage
Map client relationships across your entire distribution network including end investors, advisors, GFIs and institutional clients
Native integrations
Sync records directly with CRM, handling merges and streaming client and sales KPIs via Salesforce and more
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Power to drill down through your distribution network
Gain complete visibility of client activity with comprehensive look-through across all channels, enabling proactive client engagement and smarter distribution strategies integrated directly with your CRM.
Designed to unlock client insights and revenue opportunities
Streamline oversight of third-party relationships with automated client matching and clear attribution.
Reduce distribution data management costs while enabling your finance teams to analyse revenue contribution across countries, teams and clients.
