Distribution Insights for Asset Managers for Salesforce AppExchange
Distribution Insights for Asset Managers is the #64 ranked lead and opportunity management app on Salesforce, with a free plan available, as of Sep 12, 2026.
Distribution Insights for Asset Managers is a Salesforce AppExchange app by Broadridge Financial Solutions, Inc..
AppRanks data: Distribution Insights for Asset Managers ranks #64 in Lead And Opportunity Management on Salesforce AppExchange, placing it in the top 77% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Distribution Insights for Asset Managers is a newly-listed Salesforce app with a limited review volume. It is listed in the Lead And Opportunity Management category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by Broadridge Financial Solutions, Inc. — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
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About Distribution Insights for Asset Managers
How Distribution Insights for Asset Managers works
Increase sales conversion rates and grow revenue with an integrated view of the data and analytical outputs from Broadridge’s distribution solutions: Sales Analytics, Market Analytics, Advisor Segmentation and Scoring, Advisor Target, and Opportunity Hunter.
Based on the output from Broadridge’s powerful Distribution Insights Platform, this CRM integration solution is easy to configure and enables Salesforce administrators to provide field sales personnel with contact management, sales automation, and opportunity identification.
- Distribution Teams have access to the best tools for analyzing market share and sales trends.
- Individuals can customize their view to evaluate sales performance by channel,
- Product and Marketing Teams have consolidated data at their fingertips,
Key features
- Review account and contact sales metrics at the levels each user needs – industry, line of business, channel, territory, or product
- Benchmark and track your market share against competitors by category with each of your distribution partners
- Identify opportunities at the distributor and branch office levels – by investment category and channel
- Analyze trends for AUM and net flows with each distribution partner
- Create prospect snapshots and organize contacts into actionable categories
- Optimize your customer journey management
Category rankings
As of Sep 12, 2026- Lead And Opportunity Management#64of 84Top 77%
- Dashboards And Reports#206of 246Top 84%
- Sales Intelligence#238of 366Top 66%
- Analytics#617of 921Top 67%
- Sales#1192of 1,766Top 68%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Competitors & alternatives
Distribution Insights for Asset Managers doesn't have curated competitor matchups yet. Other tracked lead and opportunity management apps on Salesforce:
Frequently asked questions
What is Distribution Insights for Asset Managers?
Distribution Insights for Asset Managers is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2024. It is listed under the Lead And Opportunity Management category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Broadridge Financial Solutions, Inc.
Who uses Distribution Insights for Asset Managers?
Distribution Insights for Asset Managers is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Lead And Opportunity Management category on Salesforce.
Where does Distribution Insights for Asset Managers rank on Salesforce?
Distribution Insights for Asset Managers currently sits at position #64 in the Lead And Opportunity Management category on Salesforce. That places it in the top 76% of 84 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Distribution Insights for Asset Managers integrate with?
Distribution Insights for Asset Managers lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Service Cloud, Financial Services Cloud, Sales Cloud. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.