News background

How Data & Digital Solutions Can Transform Fund Distribution

Date: May 22, 2024 at 12pm ET

In this webinar, we’ll explore how technology can enable wholesalers to add even more value to advisor relationships while positioning their company’s product shelf. 

Find out how to:

  • Leverage data and the latest technology for efficient fund distribution. 
  • Attract advisor interest and build relationships. 
  • Reposition yourself from investment product wholesaler to an in-demand digital business consultant. 
  • Harness the power of data to optimize portfolios and position your product shelf. 
  • Gain competitive advantage by identifying trends in advisor fund comparison requests. 

Can't attend? 

Register for the webinar and we'll email you a link to watch the recording shortly after the live event. 


Insights You Can Use Right Now

Equisoft

Asset Allocation and Wealth Analysis

What All Asset Managers Need to Know About the New Customer Experience Landscape

Changes in the wealth management industry are redefining customer expectations and putting pressure on Asset Managers to radically rethink their approach to the entire client journey. But many organizations are struggling to transform their digital customer experiences.
Read Article
Wholesale space station dark

Wholesaler Productivity

How Portfolio Analysis Transforms Mutual Fund Wholesalers’ Advisor Relationships

Find out how to transform from yesterday’s mutual fund wholesaler to tech-enabled business consultant by offering mutual fund analysis as a service.
Read Article
Case Study How a top wholesaler accelerated sales through product positioning

Wholesaler Productivity

How a Top Wholesaler Accelerated Sales Through Product Positioning

Want to Accelerate your Sales? Learn How a Top Wholesaler Did it.
Read Case Study