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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.
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Data Coverage & Sources
(0 Yes /0 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
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Market Breadth Number of geographies or markets monitored by the platform. |
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Historical Data Depth Length of historical data available for analysis. |
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Frequency of Updates How often new data is ingested and made available for analysis. |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
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Definable Peer Groups Customization of peer groups for focused comparison. |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
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Analytics & Benchmarking
(0 Yes /0 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
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Market Intelligence & Alerts
(0 Yes /0 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
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Marketing Activity & Digital Intelligence
(0 Yes /0 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
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User Experience & Interface
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
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Mobile Compatibility Usable on mobile devices and tablets. |
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Language Localization Supports multiple interface languages. |
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Data Visualization Options Number of different chart or visualization types supported. |
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Personalized Views Users can save and share their own workspace setups. |
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Accessibility Features Support for users with different accessibility needs. |
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Contextual Drill-down Can move from summary to underlying data in one click. |
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Speed of Interface Average time to load primary dashboard views. |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
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Collaboration & Sharing
(0 Yes /0 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
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API for Data Sharing Ability to send data out of the platform via an API. |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
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Version History on Reports Maintains change logs on collaborative documents. |
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Permission-Based Sharing Set access level for internal/external recipients. |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
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Track Recipient Engagement See who opened or engaged with shared insights. |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
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Technical Architecture & Integration
(0 Yes /0 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
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Latency for API Data Retrieval Average time to return data from API calls. |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
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Scalability How well the platform scales with increasing users and data. |
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Security & Compliance
(0 Yes /0 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
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Audit Logging Tracks every action or change for forensics and compliance. |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
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User Role Management Flexible assignment of user rights and access by role. |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
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Customization & Extensibility
(0 Yes /0 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
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Configurable Workflows Support for client-specific workflow automation. |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
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Plug-in API API for developing custom plug-ins or modules. |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
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Support & Training
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Live Customer Support Access to chat, phone, or email support in real-time. |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
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Implementation Services Guided onboarding and setup assistance. |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
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Training Workshops Classroom, virtual, or recorded training sessions. |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
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Community Forum Users can interact and share solutions and workflows. |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
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Multi-language Support Support team can provide help in multiple languages. |
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Pricing & Commercial Model
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
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Pay-as-you-go Option Usage-based billing models are available. |
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Free Trial Availability Prospective users can try the full product before purchasing. |
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Contract Flexibility Supports both short-term and annual contracts. |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
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