Integral to Wilby Securities' cross-border fund servicing, WS distribution intelligence services aim to support asset managers in devising, implementing, and assessing their distribution strategies.
Strategy Development: Market Analysis
Having collaborated with numerous successful global cross-border asset managers, we possess specialized regional expertise to provide tailored insights on market entry, distribution channels, competition, and asset flows.
Strategy Execution: Operational Support
WS offers a unique global service model enabling asset managers to distribute their products in multiple markets. At its core is our single technology platform, promoting high-level global integration and coordination.
- Our Transfer Agency services form the foundation of our distribution support model, providing fully localized investor onboarding support with cutting-edge technology.
- WS Infomediary® messaging and connectivity platform facilitates efficient fund distribution by harmonizing, translating, and transmitting electronic data.
- WS Fund Order & Custody incorporates Fund WorldView®, our proprietary investment fund order and processing platform, connecting global asset managers with local financial institutions.
Strategy Evaluation: Data Analysis
Assessing the success of distribution strategies requires ongoing monitoring. We utilize client transfer agency data and compare it with market data to evaluate distribution channel performance in individual markets.