The interest in Adviser Ratings’ new Future Flow Intention (FFI) data service has been strong as vendors remain on the lookout for product and adviser intelligence that improves their distribution success and competitive advantage. In particular, something that gives you a glimpse over the horizon.
If you have missed earlier profiles of this service, together with Adviser Ratings acquisition of the ProductRex product comparison / scenario modelling tool, you can read more here and here.
Figure 1 – ProductRex website home page
Possibly the most asked question by clients is “Who is using ProductRex?”. Customers want to be assured that the valuable data sets, sourced from ProductRex, will continue to grow and represent a meaningful segment of the financial adviser world.
Below is a snapshot of the ProductRex user & usage profiler. All scenarios modelled by advisers on ProductRex are captured daily and reflected in the FFI service the same day. While we don’t disclose individual advisers nor licensees with less than 11 advisers, the granularity of the information nevertheless provides a range of applications for strategy, product, sales and marketing teams. We are currently developing a second version of the FFI dashboard, however the service is available now for license and the data can be downloaded into your internal environment.
Figure 2 – Snapshot of ProductRex users / usage (as of Aug 2, 2023)
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