For asset management distribution
Upload mandates and flows with client IDs, not names. Covirage shows penetration by client, strategy and salesperson, and reconciles every figure to the number you report.
Because no identifiable client data reaches us, compliance has one question to answer, and the answer is no.
Clients holding one strategy that could hold three, ranked by the revenue in the gap.
Each salesperson against the desk median, on definitions your COO signed off.
"Which Nordic clients grew in equities but not fixed income?" Answered from your rows.
Three steps, in this order.
One column. Keep the mapping in your own file.
Mandates, flows and revenue by client ID. We validate the roll-up.
Every salesperson sees their own book. The head of distribution sees all of it.
Short answers. The Help centre has the long ones.
You replace the client name column with an ID before uploading. Covirage holds figures and IDs only, and every screen works without a name.
Yes. Mandates are the stock, flows are the movement, and both roll up to the same client and strategy hierarchy.
Every view and every answer exports with the rows behind it.
Analytics software for asset managers, compared · Alternatives to named products
Written for this desk: the measures, the data you already hold, and the arithmetic.
How an asset manager's distribution team measures net flows per strategy by channel from the transfer agent and platform data, sets each strategy's expected channel mix from its own peers in the range, and finds the strategy that is under-distributed in one channel while the range as a whole looks fine, without ever naming an end client.
16 Sept 20263 min readHow an asset manager's institutional team measures its coverage of investment consultants from the consultant master, the ratings file and the contact log: consultants ranked by the assets they advise in the manager's strategies' classes, the manager's rating status at each, contact recency against a stated cadence, the consultants who advise the most and rate the manager least, and the mandates won and lost by consultant that say which relationships convert.
16 Sept 20263 min readA working method for share of wallet in asset management distribution: what counts as the wallet, which rows you need from your own systems, the roll-up level by level, and the three places the number usually goes wrong.
16 Sept 20264 min readWhy an asset manager's distribution team should read assets and net flows per client side by side: the four quadrants they produce, how to compute net flows by client and strategy from subscriptions and redemptions without netting away a switch, and the quarterly list each quadrant becomes.
16 Sept 20263 min readHow an asset manager's distribution team finds the intermediaries whose net flows have turned negative against their own history while their assets still look intact, from the transfer agent file: the flow baseline per intermediary per strategy, the turn signal, the months of runway before the assets follow, and the list that reaches the wholesaler while there is still a conversation to have.
16 Sept 20262 min readThe ten questions an asset manager's head of distribution puts to the wholesalers and the institutional team, where is share of wallet lowest, which intermediaries turned, which strategy is under-distributed in a channel, which consultants advise the most and rate us least, which advisers have gone quiet, which platforms are reviewing us, where are the redemptions coming from, what did the roadshow move, which relationships are single-threaded, and what changed, each with the table from the transfer agent and CRM data, and the answer to send back.
16 Sept 20262 min read