Field consolidates your data pack and consortium subscriptions into a single, resolved view of your distribution footprint.
Flows, AUM by vehicle, asset class, and platform data consolidated across all subscribed packs into one schema, refreshed monthly and quarterly.
Branch-level data allocated down to teams and FAs where required for cross-pack consistency.
Field picks the most complete record per entity across subscribed data packs, consortium feeds, third-party providers, and public filings.
Native cadence respected per pack, with Field managing quarterly schema drift, version changes, and exceptions.
Public filings blended with your data subscriptions for advisor-level context.
Management dashboards, territory analytics, and natural language queries are all powered by unified data schema.
Management and regional dashboards, plus territory-specific advisor analytics aligned to your coverage model.
AUM, flows, vehicle and asset-class breakdowns, wallet share, and competitive position at the firm, office, buying-unit, and territory level.
Natural language access to your unified distribution data. Ask a question, get an answer with the lineage attached.
Sales activity, advisor-level metrics, and CRM writeback.
Sales, AUM, and wholesaler CRM activity ingested at the FA level, enabling timely sales attribution.
FA-level metrics providing a precise view of distribution performance across your coverage model.
Full attribution from opportunity identification through to executed allocation.
Enriched insights and opportunity scores written back directly into your existing CRM workflow.
Field replaces guesswork with a live, actionable intelligence engine, giving every wholesaler the precision of a data scientist.
A firm-specific, AI-ready data specification (semantic layer / MCP server) that eliminates months of internal domain expert work. Compounds in value the longer it runs.
Scoring algorithm based on 250+ data inputs specific to your firm, classifying FAs in each territory to focus distribution efforts where it matters most.
Propensity, market basket, and regression models surfacing the right insights at the right time.
Territory plans, coverage models, and quota allocation built on resolved opportunity.
Each wholesaler walks in with the optimal intelligence for each team, asset class breakdown, trends, and the competitive advantage.
Segment the channel by holdings, vehicle, and behavior. Send the right story to the right team.
Field delivers a production-ready distribution intelligence platform built to your coverage model and use cases from your existing data pack subscriptions.
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