Latest News
  • The Financial Clarity User Survey
    We’re thrilled to announce the results of our 2015 Financial Clarity User Survey. Everything from the most popular dashboards to how we rate in service and support, our results provide you with all the essential insights you need to know.

Distribution Report - Brand new issue
Understanding distribution dynamics is critical to success in today's rapidly changing environment. Working with Fundscape, the Distribution Report provides analysis, data and detailed commentary on trends in the fund distribution universe with broad coverage of wholesale aggregators (platforms and insurance providers) as well as individual distribution channels such as financial advisers, wealth managers, D2C platforms, employee benefits consultants etc...

Financial Clarity is a flexible information resource and we’ve designed it so that you can build the intelligence into your company’s systems as simply and appropriately as possible. The main product is built around our easy-to-use dashboards, which are automatically updated and can be viewed through your secure online account. However, we offer a variety of ways to access the product, including:

1) Easy-to-use dashboards

2) Comprehensive statistical analysis packages (Matrix FastStats)

3) CRM plug-in applications for Salesforce.com

Please click on the links to find out more about each of our different delivery options to help you choose the one that’s right for you.

Product Features

We collect monthly Product Sales Data from over 90% of the Platforms, Life & Pension Companies and Fund Management groups and create an aggregated view of the whole market. We then map these sales back to the individual outlets in which they occurred (thanks to the intelligence we hold in our Financial Intermediary Database).

This gives participating firms the clearest view yet of their sales and distribution landscape. Financial Clarity can execute a variety of strategic queries to ensure the optimum revenue strategy is being adopted. Take a look at this information, based on either who you are, or what you want to do.

Financial-Clarity Breakfast Seminar

This year’s annual seminar took place on the 8th October at the iconic City Hall, London. With industry insights from three expert speakers, our own CEO and a presentation from our partner company, Market Metrics, the event was a big success. To find out more, read our overview here.

UPDATE
Financial-Clarity Breakfast Seminar

Our Financial Clarity brand is currently being given a facelift so you will notice that we have made some slight changes.

These updates will form part of the overall product update work that we are conducting towards the end of this year.

As you are at the core of our product, we welcome any feedback you may have. Please email us at
support@financial-clarity.com.