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Comprehensive functionality for a Mutual Funds Firm
    Manage relationships with broker / dealer, banks and financial advisors
    Manage Wholesale and Retail channels
    Aggregate sales data from multiple offices to the broker/dealer
    Track broker rep performance based on transactions
    Integration with standard industry data feeds

Built on the Leading On-Demand platform from SalesForce.com
    Real-time reports and dashboards empower your business to make better       decisions
    Instant global deployment for offline and online use
    Award-winning ease of use results in widespread adoption
    Completely integrated with Microsoft Outlook
    Complete access from PDAs