Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Polefrone Extends Fundsters' Access to a New Prospecting Tool Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, January 19, 2016

Polefrone Extends Fundsters' Access to a New Prospecting Tool

Reported by Neil Anderson, Managing Editor

The folks at Broadridge are about to extend the reach of a new prospecting tool into another channel for fundsters. It's all about using "prescriptive analytics" to help fundsters identify their best opportunities.

Frank Polefrone
Access Data
Senior Vice President, Product Development
Frank Polefrone, senior vice president of Broadridge's Access Data unit, confirms that this quarter he and his colleague plan to launch their Opportunity Hunter tool in the independent broker-dealer channel. Watch for them to next push into the bank trust department early in Q2, if not sooner.

The Access Data team debuted Opportunity Hunter in June 2015 in a single mutual fund distribution channel, RIAs. It's a mobile app that can show a mutual fund wholesaler all the RIAs in a given area, scoring that wholesaler's products "against the other products that RIAs." Though the app doesn't reveal those specific other funds the RIAs uses, its does offer the wholesaler "how best to position" their offerings against those incumbent funds. The idea is to help the wholesaler answer that most fundamental of questions, "where do I spend my time?"

"It's location-aware," Polefrone tells MFWire. "We cover 13,000 RIAs" of what he estimates to be 14,000 "real RIAs" around the country.

Six firms have already signed on to the product, Polefrone says, and he's seeing "lots of demand" for extending the tool's reach into the bank trust channel.

"We started with the RIA channel because it's the most diverse and the most difficult," Polefrone says. The Access Data team has "already done a lot of the hard work around the data," so extending the tools' reach into more channels just involves working "through the scoring system around these channels." 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2022: Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. Irish Funds Annual Global Funds Conference 2022, May 30-31
  2. WealthManagement Edge, May 31 - June 3
  3. MFDF 2022 Fund Governance and Regulatory Insights Conference, Jun 8-9
  4. 28th annual Expect Miracles East Coast Classic, June 9
  5. 2022 Sohn Investment Conference, June 9
  6. IDC webinar - Cybersecurity for Fund Boards: The Current Landscape, June 9
  7. MMI webinar - Driving Business Value with Artificial Intelligence & Data, June 15
  8. MFDF webinar - Key Takeaways From Morningstar's 2021 Annual Fund Fee Study, June 16
  9. MFDF Director Discussion Series - Open Forum (Chicago), June 21
  10. 2022 MMI Emerging Asset Managers Forum, June 23
  11. MFDF In Focus: Capitol Hill, A Conversation with Congressman Bryan Steil, June 28
  12. Financial Planning INVEST, Jun 28-29
  13. MFDF webinar - Differentiating Mutual-Fund-to-ETF Conversions, July 19
  14. MFDF Director Discussion Series - Open Forum (New York), July 20
  15. 2022 MMI Distribution Leadership Forum, Jul 20-21
  16. MFDF webinar - Fund Boards' Oversight of Investment Performance, July 28
  17. MFDF webinar - Performance, Perception and Manager Selection, September 14
  18. 2022 ICI Tax and Accounting Conference, Sep 18-21
  19. 5th annual Expect Miracles Atlantic Coast Classic, October 3
  20. Nicsa Fearless Leadership Symposium, Oct 6-7
  21. 2022 MMI Annual Conference, Oct 19-21
  22. 2022 IDC Fund Directors Conference, Oct 24-26
  23. 18th annual Expect Miracles Wine & Spirits Event, October 27
  24. Nicsa 2022 General Membership Meeting, October 31 - November 2
  25. Tiburon CEO Summit XLIII, Nov 7-9
  26. 2022 ICI Tech Summit, Nov 8-9




©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use