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Navatar Capital Markets Cloud
Looking to manage your Research, Sales and Trading functions and connect them to maximize sales? Let us introduce you to Navatar Capital Markets, a complete, out-of-the-box solution for brokerage firms.
Navatar Capital Markets provides a 360 degree view of the client to get the maximum out of each relationship. It tracks research and event entitlements, simplifies list and event management, provides dashboard views of the client, and enables compliance reporting.
Navatar Capital Markets Cloud is built on
Force.com,the leading cloud platform from salesforce.com and is supported by Navatar’s Financial Services specialists.
We can have your firm up and running in a day. No consulting costs. No hardware/software to buy or maintain. Proven secure and always available (mobile edition) - and, thanks to cloud computing, highly affordable.
Comprehensive functionality for a Capital Markets firm
Manage research and activities
Track customer entitlements
Manage conferences and invitations
View customer transactions and holdings
Generate lists based on research interests
Track participation in conferences
Track relationships between customers
Real-time reports and dashboards
Instant global deployment for offline and online use
Award-winning ease of use results in widespread adoption
Completely integrated with Microsoft Outlook
Stay connected anywhere – BlackBerry, iPhone, PDA
Multi-language support
Do you have special needs or need specially written reports? The Navatar Financial Services specialists can help you with those as well. All system enhancements and special coding that you require will always be compatible with any upgrades to the basic service.
Please contact us at 212 461 2140 or sales@navatargroup.com. We would love to hear from you.
                     
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