DST WalletShare™

WalletShare brings a new level of comprehensive reporting to distribution management products by combining trade and asset data from both fund families and financial intermediaries. With our proprietary Universal Dealer repository, DST is uniquely positioned to deliver data that drives accurate, timely reporting and wallet share calculations.

WalletShare allows your fund family to:

• Track trends in money flows and assets in graphic or tabular fashion across twelve rolling months or more recent periods
• Perform fund-level analyses to assess a product's viability and enhance product development decision-making
• Optimize coverage by analyzing flows and assets within the context of selected zip code ranges or territories
• Focus sales resources on the offices and advisors that present the best opportunities for gathering new assets in a particular product style or asset type
• Monitor negative trends among key firms, offices, and advisors to identify "at risk" relationships