ISS MI

SOLUTION

The most complete and accurate distribution data on the UK investment market.

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Covering over 90% of the UK retail market reported directly by Platforms, Fund Manager Groups, and Life and Pension Companies, we provide you access to the most complete and accurate coverage on the UK investment market.

Our solution helps you to win business, increase market share, and perform product analysis to identify new opportunities and enhance your strategies. With unrivaled breadth, depth, and data accuracy, Financial Clarity is the UK’s leading provider for funds distribution intelligence.

NOW AVAILABLE

UK Model Portfolio Sales Report

A comprehensive data-driven insight into the breadth and depth of the UK’s model portfolio market.
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Model portfolios are a key driver of fund flows within the UK financial adviser industry. Today, financial adviser firms using at least one model account for 90% of platform gross sales.

In our newly available report, we dive deep into our industry-leading data, to help you understand the growing importance of model portfolio sales within the UK retail channel.

INCREASE YOUR COMPANY’S GROWTH POTENTIAL

Sales

Access fund trends and sales data for better client conversations. Analyse investment activity and sector/ platform allocation in key accounts.

Marketing

Improve your event and campaign analysis for better ROI. Easily create and evaluate guest lists and discover hot spots with our heat map feature.

Product

Get up-to-date product trends and industry insights. Access comprehensive market analysis, including sector and historical fund performance data.

Business Intelligence

Integrate updated CRM data to gain market insights and new opportunities. Our custom solutions update your contact database monthly.

Uncover the full UK retail distribution landscape to propel your sales, marketing and product strategies

We collect exclusive contact, fund flows and holdings data monthly to create an aggregated view of the whole UK investment market. These are then mapped back to the individual outlet in which they occurred creating the most complete and accurate view you need to succeed in the UK financial intermediary market.
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Unrivalled market and proprietary data

  • Contact, Firm, Network, Group, and Platform (including model portfolio and off-platform assets)
  • Market and Own Sales Data
  • Historical AUM covering 3-years
  • Regional territory breakdown
  • Fund ratings and sector analysis – including ISS ESG fund ratings, Morningstar and Investment Association

Actionable analysis

  • Simple, intuitive dashboards with contact, fund flows and asset level information at your preferred aggregation breakdown
  • Custom built solutions for CRM integration
  • Range of data visualisations, including chart, report and heat mapping
  • Streamlined reporting in one single view
  • Data exporting functionality
“In the last 2 years, we’ve seen over 20% increase in AUM made possible with the level of intelligence the platform gives us and the exceptional client support from the team. With the most complete and accurate UK distribution data, Financial Clarity is our provider of choice for the UK retail funds market.”
Top 5 UK Asset Manager

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