Initial Gather Drive Target

DCIO teams operate in one of the most competitive arenas in financial services

Challenges include: limited shelf space, crowded categories, intense pressure to differentiate, and advisors who need simple, defensible tools to validate fund selection.

The new suite is designed around those realities, giving wholesalers a third-party, conflict-free way to drive product placement, defend existing positions, and add measurable value to every advisor and consultant relationship.

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A Continuum of Reports, Not a Single Deliverable

Rather than a one-size-fits-all output, the suite delivers a continuum of reports matched to where the wholesaler is in the sales cycle and what the advisor or consultant needs in the moment

Investment Profile
Investment Check
Investment Comp 4
Target Date
Investment List
Investment Expense by Market Segment
Investment Profile

What You Get

A clear educational view of an individual fund, ideal for early advisor conversations.

Key Characteristics 

  • Investment line-up characteristics by market segment

  • Create on-demand report with limited data
  • Broad education piece covering menu construction for similar plans

 

Investment Check

What You Get

A total-lineup analysis that surfaces opportunities across an entire menu.

Key Characteristics 

  • Plan specific investment line-up comparing performance and fees
  • Load existing plan's line-up
  • Compare a total line-up analysis for your Advisors

 

 

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Investment Comparison

What You Get

A head-to-head fund comparisons for placement and replacement discussions.

Key Characteristics 

  • One fund compared to up to 2 other funds - by market segment, excess fees and performance
  • Load individual funds for comparison
  • Compare your fund(s) vs. two competitors funds for your Advisors

 

TDF Comparison (Coming Soon)

What You Get

A purpose-built target-date fund analysis reflecting how TDFs are actually evaluated.

Key Characteristics

  • Target date sleeve compared to up to 2 other target data sleeves bt market segment - excess fees and performance
  • Load target data funds
  • Compare your TDFs vs two competitor's TDF's
Investment List

What You Get

Expense and performance views structured for prospecting and book management

Investment Expense by Market Segment

What You Get

A  benchmark group segmented analysis that puts fees in the right peer context