Asset Management Firms

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Data provides the backbone for your business. We take it to a new level.

To compete in today's technology landscape, asset management firms require secure anytime, anywhere access to data and analytical tools. They require solutions that are easy to set up, easy to learn, require no technology resources, and help them to know where they stand. Coates Analytics' three major technology solutions include:

  • Distribution Management System—Provides anytime, anywhere access to critical data and powerful analytics tools.
  • Asset Manager Assessment Solution—Helps you certify, select and monitor your subadvisory relationships through a secure, Web-based application.
  • Intelligent Dashboard™—Monitors key performance indicators, to help you make fact-based decisions to address your tactical and strategic needs.
Distribution Management System

Gain secure anytime, anywhere access to data and analytical tools through this comprehensive, Web-based, modular solution.

Asset Manager Assessment Solution

Assign, delegate and monitor your asset manager relationships, reducing time spent on traditional methods of due diligence and oversight.

Intelligent Dashboard™

Monitor your firm's key performance indicators and make fact-based decisions on your tactical and strategic objectives.