Navatar Capital Markets Cloud

Watch quick demo of Navatar Capital Markets

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 sell-side firms.

Navatar Capital Markets provides a 360-degree view
of your clients to enable you to get the most out of each relationship. It tracks research and event entitlements,
simplifies list and event management, provides dashboard
views of clients, and enables compliance reporting.




Navatar Capital Markets Cloud is built on Salesforce, the leading cloud platform and is supported by Navatar's financial services specialists.

Navatar Capital Markets Cloud's Comprehensive Functionality Enables You to:

  • 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
  • Stay connected anywhere

Features Include:

  • Real-time reports and dashboards
  • Instant global deployment for offline and online use
  • Complete integration with MS Outlook and Google Apps
  • Mobile support for BlackBerry, iPhone/iPad, Android devices
  • Multi-language support

Watch a demo now or contact us at 212-863-9655 or sales@navatargroup.com for an interactive demo with one of our product specialists.




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