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What is Aurea FirstRain?

Unlock valuable insights into your clientele and enhance engagement through timely and impactful analytics that align with your business goals. FirstRain delivers a customized viewpoint on your customers, industry trends, strategic priorities, and competitive landscape. By breaking down the intricacies of customer actions and market trends, FirstRain gives you a competitive advantage over others in your field. This powerful Software as a Service (SaaS) analytics platform independently discovers new sales opportunities, strategic avenues for market growth, and innovative risk management techniques. Keep abreast of the latest developments, such as significant management changes, industry advancements, and key competitor insights. The "Who To Call" feature offers timely alerts on potential deal threats and accelerators, along with reasons to reach out and other crucial data. Access to this information is convenient, available through the application or via your daily email summary, ensuring you remain ahead in a fast-paced market. Furthermore, this all-encompassing tool not only aids in making educated decisions but also enables you to capitalize on emerging opportunities swiftly. With FirstRain, you can navigate the complexities of your industry with confidence and clarity.

What is Broadridge Market Analytics?

Asset managers need crucial insights to successfully maneuver through the continuously changing market and regulatory landscape. By harnessing Broadridge's extensive data on funds and ETFs spanning all retail and institutional third-party distribution channels, Market Analytics provides a unique viewpoint on industry dynamics and capital movements. This allows asset managers to make informed strategic decisions about product development that can elevate both marketing and sales performance. Broadridge acts as a singular, centralized hub for exploring and understanding market trends and recognizing emerging opportunities. Acquire a comprehensive understanding of the competitive environment related to funds and ETFs, while also gaining a business-focused perspective on asset performance and net flows compared to your main rivals. Our knowledgeable team of representatives and specialists is ready to offer the solutions essential for advancing your business objectives. Explore how Broadridge's cutting-edge, data-centric technology solutions can notably improve your financial outcomes by boosting operational efficiency and delivering profound insights. Consequently, insights drawn from industry fund and ETF movements can help identify fresh business opportunities. This all-encompassing strategy guarantees that asset managers stay competitive, well-informed, and agile in an intricate market, ultimately fostering long-term success.

Media

Media

Integrations Supported

Aurea CRM
Causal
SmartForm
Synoptos

Integrations Supported

Aurea CRM
Causal
SmartForm
Synoptos

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Aurea Software

Date Founded

2012

Company Location

United States

Company Website

www.aurea.com/library/firstrain/

Company Facts

Organization Name

Broadridge

Company Location

United States

Company Website

www.broadridge.com/financial-services/asset-management/mutual-funds-etf/access-unique-distribution-insights/market-analytics

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Categories and Features

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