InvestorCOM Adds Competitive Intelligence Capability to Investment Product Management App
Retrieved on:
Thursday, April 15, 2021
For each product, ShelfAnalyzer generates a Peer Rating which enables firms to intelligently assess the competitiveness of their shelf.\nThis new capability is particularly well-suited for Canadian wealth firms as the Client Focused Reforms (CFRs) implementation deadline approaches.
Key Points:
- For each product, ShelfAnalyzer generates a Peer Rating which enables firms to intelligently assess the competitiveness of their shelf.\nThis new capability is particularly well-suited for Canadian wealth firms as the Client Focused Reforms (CFRs) implementation deadline approaches.
- ShelfMonitor and ShelfAnalyzer provide firms with confidence that the products they recommend to clients have been adequately assessed and monitored for change.\n"ShelfAnalyzer dramatically simplifies the competitive shelf assessment process for dealers," said Dave Carr-Pries, VP of Product and Marketing at InvestorCOM.
- "It removes any bias and provides dealers with a standardized process for evaluating the competitiveness and quality of the products on their shelf.
- "\nShelfAnalyzer is currently available as part of InvestorCOM ShelfMonitor at no additional charge.