Market Data
Earnings reports and guidance
Sector performance and rotation trends
Analyst coverage and consensus estimates
Macroeconomic indicators and rate outlook
Sales-GPT for Asset Management
Equip Your Distribution Team with Market Intelligence
The wholesalers who win advisor mindshare aren’t the ones with the best factsheet — they’re the ones who walk in with market insight the advisor hasn’t seen yet. Sales-GPT synthesizes real-time market data, fund flows, and advisor intelligence so your distribution team leads every conversation with relevance.
Built for Investment Product Distribution
Your Sales Team. Their Distribution Channels.
Sales-GPT supports the people who connect investment
products with the advisors and institutions that allocate capital.
Distribution Roles
Mutual Fund Wholesalers
ETF Sales Specialists
Institutional Sales Directors
Investment Product Specialists
Regional Sales Directors
Distribution Channels
RIAs
Broker-Dealers
Institutional Investors
Pension Funds
Family Offices
The Problem
Advisors Don’t Need Another Product Pitch.
They Need Insight.
The wholesalers who earn advisor mindshare are the ones who bring
market intelligence, not just fund factsheets. Here’s what’s holding your distribution team back.
Hours Spent Preparing for Advisor Meetings
Wholesalers manually review fund performance, sector trends, market conditions, and advisor firm profiles before every meeting — research that could be synthesized in seconds.
Market Conditions Change Faster Than Your Messaging
Sector rotations, rate decisions, and earnings surprises shift advisor priorities overnight. Distribution teams need real-time market context to keep their product positioning relevant.
No Visibility into Advisor Portfolio Strategy
Without understanding an advisor’s current allocations, client demographics, and investment philosophy, your product conversations are generic — and easily dismissed.
Product-Led Outreach Gets Ignored
Advisors receive dozens of wholesaler emails a week. The ones that get opened lead with market insight and portfolio relevance, not fund performance tables.
What Sales-GPT Synthesizes
The Intelligence Wholesalers Need at Their Fingertips
Sales-GPT aggregates market data, investment research, and
advisor signals into actionable intelligence for every meeting and outreach.
Market Data
Investment Research
Fund performance data and peer comparison
Portfolio allocation trends
Industry fund flows
ETF inflows and outflows by category
Advisor Signals
Firm growth trends and AUM changes
Client demographics and investor profiles
Geographic investment preferences
Investment philosophy and allocation style
Example Wholesaler Workflow
From Advisor Signal to Product Conversation
See how Sales-GPT turns an advisor’s portfolio concentration
into a relevant product positioning conversation.
Advisor Identified
RIA whose clients have heavy exposure to technology equities
Sales-GPT surfaces: tech sector valuation trends approaching historical highs, rising market volatility indicators,
and multiple client portfolios with concentration risk above 40% in a single sector.
Sales-GPT Surfaces
Tech sector valuation stretched vs. historical averages
VIX and volatility indicators trending higher
Portfolio concentration risk across client accounts
Insurance Opportunities
ETF strategies for sector diversification
Low-correlation alternatives to reduce concentration
Market outlook framing for the conversation
Outreach Generated
Insight-led email referencing sector concentration risk
Meeting invitation with attached market outlook
What Sales-GPT Produces
Insights That Start Conversations, Not Just Fill Inboxes
Sales-GPT delivers advisor intelligence, market context, and
ready-to-send outreach — so your wholesalers lead with insight, not product specs.
Advisor Intelligence
Firm overview and AUM profile
Investment philosophy and style
Portfolio allocation trends
Client demographics and segment focus
Market Insights
Sector outlook and rotation analysis
Sector outlook and rotation analysis
Investment themes and thematic flows
Fund flow data by asset class
Advisor Outreach
Meeting invitations with market context
Post-meeting follow-ups with next steps
Product positioning summaries
Market commentary for advisor distribution
Get Started
The Best Wholesalers Bring Insights, Not Just Products