About ActiveSet Analytics

Empowering asset management professionals with intelligent analytics and engagement tools

A2 FundEdge

Our platform transforms how asset management professionals engage with advisors during critical investment conversations. By providing real-time, data-driven talking points and comprehensive fund comparisons, we enable advisor consultants to deliver more informed, confident, and valuable guidance.

The application generates customized bullet points that highlight your funds' competitive advantages, backed by comprehensive data analysis and presented in an easy-to-digest format that enhances advisor-client interactions.

Enabling Highly Valuable Engagement

  • Real-time insights during client calls
  • Instantaneous delivery...no spinning wheels
  • Data-backed talking points for confident presentations
  • Competitive analysis at your fingertips
  • Customizable comparisons tailored to client needs
  • Enhanced credibility through factual support
  • Deeper client relationships via informed discussions
  • Increased conversion rates with compelling evidence
  • Time-efficient preparation for advisor meetings
  • Email draft generation for rapid post-call follow up

Active Set Analytics

Active Set Analytics operates at the unique intersection of three critical areas in financial services:

Portfolio Management

Advanced analytics and insights for investment decision-making

Leadership Analytics

Strategic oversight tools for complex asset management organizations

Distribution

Relationship-building tools for advisor engagement

Enabling Better Decision Making

Portfolio Managers

Macro and fixed-income portfolio managers who aggregate portfolio analytics across multiple platforms (e.g., Bloomberg, FactSet, BondEdge), monitoring of investment and issuer risk positions, and real-time analytics to make informed investment and trade-sizing decisions.

Leadership Teams

Senior executives overseeing complex books of assets who require high-level visibility into performance metrics, competitive landscapes, scenario planning, and strategic positioning across their entire portfolio.

Distribution Teams

Sales and relationship management professionals focused on productive engagement with advisors and deepening relationships through data-driven conversations and compelling value propositions.

Our Mission

"To bridge the gap between complex financial data and meaningful client conversations, empowering financial professionals with the insights they need to build stronger relationships and drive better investment outcomes."