Growing sales and retaining assets in today’s environment requires timely, accurate market share data, and analysis into your distribution partners by territory, channel, firm, and office.
WalletShare™ integrates and analyzes multiple data streams to provide you with dynamic information to help you:
Gain insights quickly and in the field by accessing WalletShare anytime, anywhere through your desktop, tablet, or smartphone. Your WalletShare data can also be exported to your CRM and/or sales reporting systems. Information is relative to all other participating WalletShare customers.