Distribution SmartView combines comprehensive ETF holdings data with fine-tuned AI to uncover your best RIA prospects—instantly. Simply add your ETFs in your account settings, and FINTRX AI pinpoints:
RIAs most aligned with your ETFs and most likely to engage
Where your products are winning (and losing) versus competitors
Category exposure and underweight opportunities
Adoption and allocation trends across the RIA landscape
Distribution SmartView is located within RIA and broker-dealer firm profiles for all firms that file 13F portfolio data. Simply click on a firm, and SmartView will open as the default data tab, giving you easy access to the insights you need.
You can activate customized insights by inputting your firm's individual ETFs—including competing ETFs, custodial platforms, and information on ideal buyer persona within your settings. Once you input your ETF information, SmartView will show insights fully tailored to your unique strategy and product offerings.
My ETF's are filterable within the advanced search page, within the "Current Holdings (13-F)" accordion. You can search for your alignment as well as your matchup to competitors.
“My ETFs” columns in RIA lists and exports, allows you to quickly see both the amount of a selected ETF owned and how closely that ETF aligns with each firm. Edit columns within a saved list to include these columns.
If you have any further questions, please contact your designated customer success manager or email [email protected].