SS&C WalletShare Activity Consortium

Tuesday, June 25, 2024, 2:00 P.M. ET


Please join us for this webinar to discuss the WalletShare Activity Consortium on Tuesday, June 25, 2024, at 2:00 P.M. ET.


  • Are Financial Advisor taking meetings?
  • Activity share, is it what you expect?
  • Rankings at the asset manager level & firm level.
  • How many data points gathered per interaction?


  • Wholesaler activity benchmarking using analytics
  • Wholesaler activity Hot Spots report
  • Current status of the WalletShare Activity Consortium.