Our team is here to help you grow assets. We provide the tools, strategic data and expert guidance to support your distribution efforts, while relieving you of the daily burden of regulators and broker demands.

To guide your strategic planning, we partner with FUSE Research Network to provide you with industry intelligence on sales, marketing, and product trends through semi-annual white papers and quarterly webinars.

Whether yours is a start-up or an established fund, our distribution services can be customized to best support your unique needs throughout the life cycle of your product.

Business Intelligence Services

Our strategic data partnership with Broadridge provides advanced analytics to guide your future distribution channel and platform decisions, identify your best clients and prospects, and pinpoint your next best opportunity.

Opportunity Hunter – interactive and mobile-friendly web portal with competitive analysis and analytics for sales prospecting and firm research

Market Intelligence – visibility into account positions and market share across your peer group to identify growth opportunities

Sales Reporting – detailed sales data to assist in trend analysis and sales plan development

Distribution Strategy Optimization

Through an exclusive partnership with FUSE Research Network, UMB Fund Services offers you access to customized distribution support from one of the industry’s top research and consulting firms. To guide your strategic planning, FUSE provides you with strategy reviews, competitive assessments, growth projections, tactical initiative assessments, and access to your dedicated FUSE relationship manager.

Statutory Underwriter/Distributor (Compliance)

Client-focused professionals will review and approve your sales material and file with FINRA as appropriate; coordinate, execute and maintain dealer agreements; and provide registered representative oversight using a centralized supervision model. UMB Distribution Services, LLC, serves as agent/underwriter for the distribution of fund shares.

Outbound Calling

Accelerate your pipeline and grow brand awareness through outbound telephone calls made by licensed call center professionals to support your specific marketing campaigns and generate leads.

Marketing Services

Our distribution team brings experience and expertise to evaluate your distribution and marketing strategy against industry best practices. Our network of recommended professionals can provide the assistance you need in strategic positioning and tactical marketing, ranging from brand development to focused marketing campaign execution.

Partner with us to evaluate your competitive position in the marketplace, identify major hurdles and source the right tools to implement a successful distribution strategy.