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| Navatar's Placement Agent product is completely scalable and affordable for firms ranging from individual producers to large companies. It offers a great opportunity to enhance fundraising by providing all functionality and workflows you need, out of the box. |
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| Navatar Placement Agent Cloud is built on Force.com, the leading cloud platform from |
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| salesforce.com and is supported by Navatar’s Financial Services specialists. |
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| Navatar 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 Placement Agent firm |
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Built-in processes for gaining new clients and managing existing clients |
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Fund sales management |
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Tracking multiple funds pitched to the same target |
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Tracking calls, meetings, group calendars, emails and mass mailing |
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Templates to create emails with a couple of clicks |
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Integration with standard industry data feeds |
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Real-time reports and dashboards |
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Stay connected anywhere - BlackBerry, iPhone, PDA |
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Fully integrated with MS Outlook |
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| Do you have special needs or needs 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. |
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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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