About Us

Insights Come From Experience: We’ve been there.

At Coates Analytics, we pride ourselves on having a first-hand understanding of how and why you use data. We are founded and staffed by financial services professionals who are experts in sales distribution and essential business measures. As such, we designed, developed and continue to improve the Distribution Management System [DMS] so that it represents the most comprehensive tool available today for distribution and fund executives who are looking for smarter, more efficient ways to approach their business and optimize the pathways to success.

We are committed to giving our clients more than a data system. Our goal is to give you a distinct competitive edge through the nimble ability to not only develop accurate strategies, but also execute specific action steps that are guided by day-to-day executional oversight. At Coates, we are here to help you understand the essential drivers of distribution effectiveness; drivers that quickly and easily take you down the road to profitability.