While industry AUM and revenue are forecasted to grow, many firms are struggling with negative net flows impacting their profitability.
Identifying advisors who buy and hold your investments enables you to allocate resources and align compensation to increase business with distribution partners with higher asset retention rates.
Holding Period Analysis helps you see at a glance each of your advisors’ retention: how long each advisor retains shares of your funds. You can also view and export comprehensive reports that track persistency by investment category, portfolio, and even share class.
Use Holding Period Analysis to:
Our solution is easy to use and can be integrated with your marketing automation and CRM systems.