Watch a quick demo of our Financial Services Cloud products to see why we are one of the leading cloud providers for the sector.
Mutual Fund
Capital Markets
Private Equity
Hedge Fund
M&A
Stock Broker
Corporate Development
Placement Agent
Complete Mutual Fund Cloud Sales Reporting built on Salesforce - used by Jefferies, Guggenheim Partners, Alps Funds and several other leading funds.
Combining sophisticated sales reporting down to the territory/rep level.
Includes transfer agent data from DST, Sungard, Envision.
Includes intermediary feeds from Schwab, Fidelity, TD Ameritrade.
SunnyVanderbeck-podcasts.html Sunny Vanderbeck, Managing Partner, Satori Capital
Dreamforce session – Tips from Top ISV Partners
Amy Smith, President, HandsOn Network
Julian Koski, MD, Guggenheim Investment Management
SunnyVanderbeck-podcasts.html Department of Defense Child Care Cloud
Khem Balkaran CFO, Minerals Technologies
HandsOn Connect Volunteer Management
Zagada Interview with Alok Misra, Principal, Navatar Group
Girls Inc, Donor Management
Will India Produce Indigenous Cloud Computing Providers
How Social Networking May Impact Private Equity Deal Sourcing
Private Equity Deal Sourcing – Where is the 800 Pound Dealrilla of M&A Opportunities?
Podcast with Sunny Vanderbeck – Navatar Private Equity CRM (Cloud)
Parker Harris Discusses Early Days of Salesforce.com
Salesforce.com ISV Mistakes #3 – Force.com As Your Key to the Cloud Kingdom
Salesforce.com Mistakes #2 – Force.com As Your Key to the Cloud Kingdom
Salesforce.com Mistakes #1 – Force.com As Your Key to the Cloud Kingdom
Are You Wasting IT Services Dollars In Cloud Computing?
Will Infosys and TCS be Indian Cloud Computing Winners in 2011?
Is Multi-Tenancy Essential to Cloud Computing for Enterprise Customers?
Book – Force.com as your key to the Cloud Kingdom
Whitepaper – The Dos and Don’ts of the Transition to Cloud Computing
Whitepaper – Top 10 Mistakes Architects Make When Building a Force.com App
Article – Why Multitenancy Matters in the Cloud
Article – Product Cloud or Service Cloud .. Know the Difference
Article - Five critical questions to ask before building on salesforce.com's platform
In The News
Alternative IT: InformationWeek article features Navatar cloud products
Asset Management Firm Moving Apps to the Cloud
Force.com Innovators - Landing on Wall Street With Force.com
SaaS a 'No-Brainer' for Small Wall Street Firms
Under One Umbrella - Managing Cloud and Internal Services
Press Releases
Navatar Group Announces Webinar to Discuss Impact of Cloud Computing, Salesforce.com and Social Media on Private Equity Firms
Blackford Capital Uses Navatar Private Equity CRM for Salesforce.com to Gain Industry Leading Advantage
Navatar Group's Cloud Computing for Wall Street Firms Featured in Salesforce.com Success Stories in Financial Services
Tequity Adopts Navatar CRM for M&A Built on Salesforce.com's Cloud Computing Platform
Navatar Group and Celera Systems, LLC Announce Mutual Fund Sales Reporting With Transfer Agent and Broker Feeds on Salesforce.com
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