Today, successful distribution requires more than just increasing spend on marketing and sales to push products to distributors.
It requires active participation and partnership from asset management firms to support distributors in serving end-investors.
One key area to do so is in creating a better digital experience for your end-investors:
In a technological age, your existing and prospective end-investors are growing accustomed to using digital platforms and increasingly expect your distributors to provide the same digital convenience.
By supplying a client-facing digital wealth platform to your distributors, you can help them develop this competitive advantage and transform your distribution into one cohesive and scalable B2B2C process.
You build a digital wealth platform complete with pre-loaded funds and investment solutions.
You onboard your distributors to
Distributors customises platform to their needs – including customising model portfolios.
Digital wealth platform customised to distributors goes live for your end-investors.
More clients onboard. And
they invest more.
Distributors are empowered to serve clients better with a digital experience and scale AUM.
Your funds get consumed more.