 |
|
| 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. |
|
