Data & Tracker Services

Our subscription services track trends and developments across the market bi-annually, providing our clients with rich competitor intelligence, that helps to benchmark value and consumer sentiment.

1. Market Monitor

2. Advised Investor Tracker

3. Platform Investor Tracker

4. Behind the Scenes

5. Retail Investor Analytics

Market Monitor

The report is used by clients to inform Board and senior management reports, to feed PR and investor relations reports, to inform digital marketing teams on market activity and consumer trends, and to provide ongoing competitor intel.

Platform Investor Tracker

See exactly where you stand, and what it will take to lead.

Our Platform Investor Tracker gives D2C investment platforms unrivalled competitor intelligence and value benchmarking, direct from real investors.

Our findings are updated every six months, designed to help you understand what your customers value most, and how you and your competitors stack up.

Advised Investor Tracker

An annual survey conducted among clients of participating large advice firms and wealth managers designed to support with independent metrics to help firms articulate, evidence and benchmark value.

We act as a 'regulatory backstop' and can challenge and support firms, as well as provide metrics for internal and external use.

Behind the Scenes

Behind The Scenes supports distributors and platforms to build better propositions. Access over 40 competitor accounts for best practice and competitor intel, along with our unique consumer data to aid new and enhanced propositions.

Retail Investor Analytics

Retail Investor Analytics is designed for Asset Managers and other stakeholders participating in retail fund management. It provides your business with on-demand access to research, data & insights from our team of specialist analysts.