powered by BrightScope
Move beyond the limitations of public and internal data and gain unparalleled visibility to advisor-to-plan relationships and market share analysis across advisors, branches, teams, RIAs, and broker-dealers.
Move beyond public data
NEXUS DC
NEXUS DC provides the most complete view of an advisor’s book of DC business.
Achieve far more accurate segmentation, understand an advisor’s plan business, and gain insights into your market share.
NEXUS DC
PUBLIC DATA
as of 10/1/24
NEXUS RIA
NEXUS RIA extends BrightScope’s NEXUS network to cover the RIA and bank trust channels.
Built from a proprietary combination of member data, public data, and BrightScope’s RIA segmentation, NEXUS RIA delivers the most complete view of an RIA’s or bank trust’s assets and flows.
Trended insights at the asset class and fund category levels.
Trended, 12-month analysis reveals growth as well as areas in need of defensive strategies. Strategically assess assets and inflows at the boarder asset class level or dive deeper into the fund category level to not only calculate market share, but more importantly, act on it.
Define Market Share
Identify quality opportunities by assessing your market share for both flows and assets by category at the individual advisor level. Easily identify and qualify relationships with accommodators to broaden your relationship.
Support Compensation
Score penetration rates across territories, within focus firms, and at the individual advisor level. Reward the wholesalers who are significantly growing your footprint with top advisors.
Improve Segmentation
Target the right firms with the right message with better defined opportunities and exclusive insights into which firms drive the most flows over time. Ensure you know the top advisors within each territory.
Drive your firm forward with actionable intelligence
Utilize NEXUS data to boost your sales efforts with BrightScope data supporting your entire organization.
Industry Datasets
BI &
Analytics
Trend
Analysis
CRM/Data Integration
