Broadridge Fund Data and Competitive Intelligence from Broadridge Financial Solutions

Fund product comparison, flow tracking, competitor analysis, intelligent market insights, digital dashboards, and analytics for fund marketing and product development.

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Product analysis by function

Competitive Intelligence Platforms for Product Development & Management

Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
More Competitive Intelligence Platforms More Product Development & Management ...

Data Coverage & Sources
(0 Yes /0 Known /12 Possible features)

Analytics & Benchmarking
(0 Yes /0 Known /12 Possible features)

Market Intelligence & Alerts
(0 Yes /0 Known /10 Possible features)

Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)

User Experience & Interface
(0 Yes /0 Known /10 Possible features)

Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)

Technical Architecture & Integration
(0 Yes /0 Known /11 Possible features)

Security & Compliance
(0 Yes /0 Known /10 Possible features)

Customization & Extensibility
(0 Yes /0 Known /10 Possible features)

Support & Training
(0 Yes /0 Known /10 Possible features)

Pricing & Commercial Model
(0 Yes /0 Known /10 Possible features)

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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform.		No information available
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources.		No information available
Market Breadth Number of geographies or markets monitored by the platform.		No information available
Historical Data Depth Length of historical data available for analysis.		No information available
Frequency of Updates How often new data is ingested and made available for analysis.		No information available
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities.		No information available
Coverage of Private Products Inclusion of non-public or private fund data where available.		No information available
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis.		No information available
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence.		No information available
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends.		No information available
Definable Peer Groups Customization of peer groups for focused comparison.		No information available
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape.		No information available

Custom Benchmarking Create user-defined benchmarks for product comparison.		No information available
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds.		No information available
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows.		No information available
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown).		No information available
Granular Timeframes Supports analysis over customizable and rolling time periods.		No information available
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors.		No information available
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions.		No information available
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios.		No information available
Product Launch & Closure Tracking Tracks launches and closures of competitor products.		No information available
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds.		No information available
Flow Decomposition Breakdown of net flows by channel, client segment or region.		No information available
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products.		No information available

Real-Time Alerts Immediate notification of significant competitor activity or market changes.		No information available
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops).		No information available
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings).		No information available
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning.		No information available
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors.		No information available
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media.		No information available
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions.		No information available
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.).		No information available
User-specific Alert Preferences Different users or teams can have their own alert definitions.		No information available
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms.		No information available

Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords.		No information available
Social Media Scraping Monitors competitor activity and engagement on social media.		No information available
Campaign Spend Estimation Estimates digital advertising spend by competitors.		No information available
Content Analysis Analyzes the type, frequency, and engagement of published content.		No information available
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns.		No information available
Paid Media Monitoring Tracks display, search, and social ad placements by competitors.		No information available
Landing Page Analysis Reviews and catalogues competitor marketing landing pages.		No information available
Marketing Message Tracking Logs changes in competitor messaging and positioning.		No information available
Engagement Metrics Capture Captures audience engagement data across digital touchpoints.		No information available
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels.		No information available

Custom Dashboards Users can build their own dashboards with selected KPIs and charts.		No information available
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs.		No information available
Mobile Compatibility Usable on mobile devices and tablets.		No information available
Language Localization Supports multiple interface languages.		No information available
Data Visualization Options Number of different chart or visualization types supported.		No information available
Personalized Views Users can save and share their own workspace setups.		No information available
Accessibility Features Support for users with different accessibility needs.		No information available
Contextual Drill-down Can move from summary to underlying data in one click.		No information available
Speed of Interface Average time to load primary dashboard views.		No information available
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources.		No information available

In-Platform Comments Users can leave comments, tag colleagues, or flag data for review.		No information available
Sharing of Reports Allows download or sharing of interactive or static reports.		No information available
Export Capabilities Can export data into various formats (CSV, Excel, PDF).		No information available
API for Data Sharing Ability to send data out of the platform via an API.		No information available
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools.		No information available
Version History on Reports Maintains change logs on collaborative documents.		No information available
Permission-Based Sharing Set access level for internal/external recipients.		No information available
Scheduled Report Distribution Automated scheduling and delivery of recurring reports.		No information available
Track Recipient Engagement See who opened or engaged with shared insights.		No information available
Collaborative Workspace Supports project management and group collaboration within the platform.		No information available

API Connectivity Provides RESTful or other APIs for programmatic access.		No information available
Data Ingestion Capacity Volume of external data the platform can ingest per day.		No information available
Cloud Deployment Available as SaaS or cloud-native deployment.		No information available
On-Premise Deployment Option Supports behind-firewall or on-premise deployment.		No information available
Single Sign-On (SSO) Integrates with enterprise authentication services.		No information available
Batch Processing Support Allows scheduled overnight or periodic jobs.		No information available
Plug-in Framework Allows in-house or third-party plug-ins and extensions.		No information available
Data Encryption Ensures all data in transit and at rest is encrypted.		No information available
Latency for API Data Retrieval Average time to return data from API calls.		No information available
Sandbox/Test Environment Supports testing and experimentation on non-production data.		No information available
Scalability How well the platform scales with increasing users and data.		No information available

User Authentication Controls Multi-factor authentication and granular access policies.		No information available
Audit Logging Tracks every action or change for forensics and compliance.		No information available
GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes.		No information available
Encryption Standards Level and standard of cryptographic protection (e.g., AES-256).		No information available
User Role Management Flexible assignment of user rights and access by role.		No information available
Data Residency Options Ability to select or guarantee geographic location of data storage.		No information available
Secure API Access APIs require secure keys and/or OAuth for all operations.		No information available
Vulnerability Management Regular scanning for security vulnerabilities and pen testing.		No information available
Third-party Security Certification Possession of certifications like SOC2, ISO 27001.		No information available
Data Retention Policies Customizable duration for retention and deletion of client data.		No information available

White Labelling Ability to rebrand the platform with client colors, logos, and identity.		No information available
Custom Field Definitions Ability to define and use custom data fields/attributes.		No information available
User-defined Calculations Users can add their own formulae, ratios, or derived metrics.		No information available
Configurable Workflows Support for client-specific workflow automation.		No information available
Marketplace for Extensions Ability to choose from a store of add-ons and integrations.		No information available
Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients.		No information available
Plug-in API API for developing custom plug-ins or modules.		No information available
Flexible Data Models Ability to extend or schema-customize the underlying data model.		No information available
Brandable Client Portal Create personalized portals for clients or internal teams.		No information available
Access to Underlying Code (Open API) Documentation and developer support for integrating at code level.		No information available

Live Customer Support Access to chat, phone, or email support in real-time.		No information available
Dedicated Account Manager Assigned point of contact for support and troubleshooting.		No information available
Implementation Services Guided onboarding and setup assistance.		No information available
Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides.		No information available
Training Workshops Classroom, virtual, or recorded training sessions.		No information available
In-Platform Tutorials Interactive walk-throughs and training built into the app.		No information available
Regular Feature Updates Platform provides new features and enhancements on a fixed cadence.		No information available
Community Forum Users can interact and share solutions and workflows.		No information available
User Feedback Mechanism A way to submit feature requests or improvements directly to the product team.		No information available
Multi-language Support Support team can provide help in multiple languages.		No information available

Transparent Pricing Pricing is clearly described, with no hidden fees.		No information available
Pricing Tiers Offers multiple pricing tiers for different user types or features.		No information available
Pay-as-you-go Option Usage-based billing models are available.		No information available
Free Trial Availability Prospective users can try the full product before purchasing.		No information available
Contract Flexibility Supports both short-term and annual contracts.		No information available
Volume Discounts Lower unit prices when buying for more users or enterprise.		No information available
No Lock-in Period Easy exit or downgrade without excessive penalty.		No information available
Price Transparency by Feature Costs for add-ons and premium features are explicit.		No information available
Custom Quoting Can generate bespoke pricing for unusual needs.		No information available
Nonprofit/Education Discounts Discounted pricing for eligible organizations.		No information available

Broadridge Fund Data and Competitive Intelligence from Broadridge Financial Solutions

Product analysis by function

Competitive Intelligence Platforms for Product Development & Management

Data Coverage & Sources (0 Yes /0 Known /12 Possible features)

Analytics & Benchmarking (0 Yes /0 Known /12 Possible features)

Market Intelligence & Alerts (0 Yes /0 Known /10 Possible features)

Marketing Activity & Digital Intelligence (0 Yes /0 Known /10 Possible features)

User Experience & Interface (0 Yes /0 Known /10 Possible features)

Collaboration & Sharing (0 Yes /0 Known /10 Possible features)

Technical Architecture & Integration (0 Yes /0 Known /11 Possible features)

Security & Compliance (0 Yes /0 Known /10 Possible features)

Customization & Extensibility (0 Yes /0 Known /10 Possible features)

Support & Training (0 Yes /0 Known /10 Possible features)

Pricing & Commercial Model (0 Yes /0 Known /10 Possible features)