Managed Money Advisory Service Fall 2018

In order to deliver a more comprehensive data and analytical user experience we are modifying how we deliver the usual data tables and summaries. We are improving our process, culminating in a dedicated dashboard delivery approach. In the meantime, we are supplying all regular charts and tables in Excel, rather than as a fixed pdf style report.

The excel format will maintain a consistent view of the industry, but will offer the capability to grab the data to create your own cuts and aggregates. The format will also allow the flexibility for us to extend the ranking universes —providing more available data.