Hypothetical Portfolio Tool

Daizy equips sales teams with targeted information to intelligently position their products into a Wealth model portfolio.

The Proposition

Benefits

Increased client engagement, with more targeted and efficient sales discussions
Ideal for targeted competitor campaigns, showing the impact of switching allocations
Increase inbound lead generation by integrating the tool on ETF provider site
Extensive coverage, incl. ETFs, Crypto, Commodities

How it Works

Sales rep works with the Wealth client to establish model portfolio objectives, e.g., Increase sustainability metrics, or adjust exposure to the disruptive technology theme
Daizy produces an analysis of the client portfolio by showing the impact of adding or switching a proposed new position
Daizy output includes comparative performance, risk profile and exposure analysis, as well as a sales tear sheet with key talking points designed to win the mandate

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Paid Search Optimization

Daizy optimizes key search terms based on current market news related to your individual fund strategy and key holdings.

Competitor Fund Comparison

Analyze competing funds in depth to drive better product positioning, reflecting latest market events to provide context and increase relevance.

Automating MD&A Reporting

Daizy automates the Management Discussion & Analysis (MD&A) element of your regulatory fund reporting.

Automating Fund Profile Generation

Fully automate your fund profile generation process across your entire fund range, leveraging Daizy’s data lake and charting capabilities.

Meeting Prep for Wealth Advisors

Improve your engagement with clients and prospects by delegating the research and data crunching work to Daizy.

Social Media Optimization

Daizy optimizes your social media content and distribution to maximize engagement based on market sentiment.

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