Product Overview

Sales Panel Allocator can help you get a clear view of, and better control over, your distribution strategy to maximise sales and increase return on investment.

An add-on to the core market share product, Sales Panel Allocator enables you to view the financial intermediary market according to your hierarchical structure and model the impact of restructures before going live. It helps you to track and analyse sales data, monitor and allocate client accounts, and better plan and communicate a sales strategy.

It provides real-time changes to a sales panel, so these are available immediately. Changes can include starters and leavers, accounts, geography, and volume and opportunity.


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