Market Intelligence

Access Data Market Intelligence is an innovative offering that provides increased visibility into account positions and your market share across the widest store of distributor data, accounting for more than 90% of long-term mutual fund assets distributed through third-parties. Mutual Fund and ETFs now have unprecedented access to a new level of information that can help provide a competitive edge and allow you to utilize your sales and marketing resources more effectively.

With Market Intelligence you gain deeper insight into the marketplace and your share of it so new growth opportunities are more easily identifiable by channel, distributor, firm office and sales territory. It gives you a broader view of growing industry segments, including Independent Broker-Dealers and Registered Investment Advisors.

Market Intelligence gives you unparalleled insight into your market position for:

• Mutual funds and ETFs by distributor and office location
• Firms initiating trades through major clearing firms and custodians
• Products across distribution channels by Morningstar® category, or client defined categories

See the Market Like No One Else

Market Intelligence delivers data transparency for omnibus accounts, market information and analytic tools to:

• View and track changes to asset positions and net asset flows
• Calculate your market penetration by product category and benchmark market share- down to the firm and office level where available.
• Compare and contrast product success against competing peer groups by Morningstar category
• Gain competitive market advantage in new market segments
• Create territory optimization plans that align sales resources to growth channels and regions