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| Discover the full power of the complete Mutual Fund Cloud solution built on Salesforce, used by Jefferies, Guggenheim Partners, Alps and others. Combining sophisticated sales reporting down to the territory/rep level. Includes transfer agent data from DST, Sungard, Envision and others. Includes intermediary feeds from Schwab, Fidelity, TD Ameritrade and others. |
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| Start managing your wholesale and retail channels, your broker/dealer relationships and much more with our Mutual Fund Cloud. |
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| Navatar Mutual Fund Cloud is built on Force.com, the leading cloud platform from salesforce.com and is supported by Navatar’s Financial Services specialists. |
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| 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. |
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| Comprehensive functionality for a Mutual Fund |
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Manage relationships with broker / dealer, wirehouses and financial advisors |
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Manage Wholesale and Retail channels |
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Aggregate sales data |
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Track rep performance based on transactions |
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Integration with standard industry data feeds |
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Real-time reports and dashboards |
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Instant global deployment for offline and online use |
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Award-winning ease of use results in widespread adoption |
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Completely integrated with Microsoft Outlook |
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Stay connected anywhere – BlackBerry, iPhone, PDA |
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Multi-language support |
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| Does your fund have special needs or special 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. |
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| Please contact us at 212 461 2140 or sales@navatargroup.com. We would love to hear from you. |
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