The Challenge: Disconnected FUM Data
Fund managers operating in the modern investment landscape often distribute their products across multiple platforms, offering structures such as Unit Trusts, Separately Managed Accounts (SMAs), and Listed Investment Companies (LICs). Advisers and dealer groups invest in these products through various platforms, each generating Funds Under Management (FUM) summaries in Excel spreadsheets on a monthly basis.
While this method provides raw data, it presents several challenges:
- Fragmentation – Data is siloed by platform, making it difficult to get a consolidated view.
- Manual Processing – Sales teams spend hours aggregating and analysing spreadsheets.
- Lack of Real-Time Insights – Delayed reporting means sales conversations are based on outdated data.
A Better Way: Interactive FUM Dashboards
What if your sales team had access to a dynamic, real-time dashboard that consolidated FUM data across platforms? Imagine the ability to:
- Visualise total FUM by platform, adviser, office, or dealer group.
- Slice and dice data by asset class, product type, or region.
- Track inflows and outflows over time to identify trends and shifts in adviser behavior.
- Enhance sales conversations by showing advisers their investment trends at a glance.
The Impact on Sales Strategy
Shifting from static spreadsheets to an interactive dashboard revolutionises the way fund managers engage with advisers:
- Proactive Sales Conversations – Understanding inflow/outflow trends enables sales teams to approach advisers with timely insights.
- Data-Driven Decision Making – Identifying which platforms, products, and dealer groups drive growth or decline.
- Operational Efficiency – Automating data aggregation saves hours of manual work, allowing sales teams to focus on building relationships.
Bringing This to Life
Implementing an FUM dashboard isn’t just about technology—it’s about changing the way your team operates. Whether integrating platform data directly via APIs or using AI-driven analytics tools, fund managers who invest in real-time data visualisation gain a competitive edge.
Ready to Revolutionise Your Sales Team?
If your team is still buried in spreadsheets, it’s time for a smarter approach. Let’s talk about how data visualisation can transform your business. Contact Alexandra Brown to get started today!
