Know which funds to push, and which distributors are earning it.
For Asset Management Companies — an internal tool for the AMC's own distribution and sales operations team.
Who it's for
Asset Management Companies (AMCs) — this is an internal tool for the AMC's own distribution and sales operations team, not an investor-facing product.
Typically championed by
The shift
No unified view of which funds to promote in which geography or demographic, which distributors are underperforming or over-indexed, or how much trail commission each distributor is actually earning — tracked manually, if at all, across a fragmented, multi-distributor, multi-geography network.
Replaces a manual, periodic trail-brokerage and distributor-performance reconciliation exercise with a live, always-current view. Surfaces distributor concentration and rate-disparity risk automatically instead of requiring a manual audit. Has been credited with improving AUM growth in targeted funds while keeping trail commission cost proportionate.
How it works
A dual interface — a natural-language AI Chat for direct questions against your distribution data, and a structured Dashboard with ranked views by scheme and by distributor. Live panels cover: brokerage/trail-commission overview, scheme-wise cost and rate analysis, distributor-wise performance and concentration analysis, and month-over-month trend tracking with plain-English recommendations. A separate module recommends which funds to target toward which distributor segments and demographics.
- Step 1
Ask or Browse
A natural-language AI Chat for direct questions against your distribution data, alongside a structured Dashboard with ranked views by scheme and by distributor.
- Step 2
See Live Performance Panels
Brokerage/trail-commission overview, scheme-wise cost and rate analysis, and distributor-wise performance and concentration analysis.
- Step 3
Get Plain-English Recommendations
Month-over-month trend tracking comes with plain-English recommendations, not just raw numbers.
- Step 4
Know Which Funds to Target
A separate module recommends which funds to target toward which distributor segments and demographics.
Related case studies
Asset Management
An AMC's distribution team had no live view of trail commission cost against distributor performance.
Trail commission cost has stayed proportionate while AUM in targeted funds grew (described directionally).
Asset Management
An AMC's sales team had no systematic way to target which funds to push to which distributor segments.
Fund promotion decisions are now data-led instead of relationship-led guesswork.
Asset Management
An AMC's national sales head had no visibility into distributor concentration risk across geographies.
Concentration and rate-disparity risk now surfaces automatically instead of requiring a manual audit.
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Frequently asked questions
Is this the same as the Wealth Platform?+
No — this is an internal tool for your distribution/sales team. The Wealth Platform is a separate, investor-facing product.
Can we ask questions in plain English instead of building reports?+
Yes — an AI Chat interface sits directly on top of the same data shown in the dashboard.
Does this help decide which funds to promote, not just track performance?+
Yes — a targeting module recommends which funds to push to which distributor segments and demographics.
Does it flag distributor concentration or rate-disparity risk automatically?+
Yes — concentration and rate-disparity risk is surfaced automatically instead of requiring a manual audit.
Does it track trail/brokerage commission accurately across distributors?+
Yes — a live brokerage/trail-commission overview panel replaces the manual, periodic reconciliation exercise most AMCs run today.
How does the targeting module decide which distributor segments to focus on?+
It factors in geography and investor demographic alongside distributor and scheme performance, so recommendations aren't just based on past sales volume.
Does this replace manual reconciliation entirely, or just add visibility?+
It replaces the manual, periodic trail-brokerage and distributor-performance reconciliation exercise with a live, always-current view.
Who on our team would actually use this day to day?+
Typically the Head of Distribution, Sales Head or National Sales Head and their teams — it's an internal sales/distribution tool, not investor-facing.