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The engine that leading mutual fund advisors use to manage wholesale and retail channels, broker/dealer relationships and financial advisors.
Better manage your business by tracking sales reporting right down to the territory and rep level. Easily monitor transfer-agent data through real-time reports and dashboards.
Better manage your business by tracking sales repo...
Better manage your business by tracking sales reporting right down to the territory and rep level. Easily monitor transfer-agent data through real-time reports and dashboards.
Boost efficiency by integrating intermediary feeds from Schwab, Fidelity, TD Ameritrade, and others as well as transfer agent data from DST, Sungard, Envision and more.
Boost efficiency by integrating intermediary feeds...
Boost efficiency by integrating intermediary feeds from Schwab, Fidelity, TD Ameritrade, and others as well as transfer agent data from DST, Sungard, Envision and more.
Develop intelligence and use it to your competitive advantage by tracking every interaction, and every deal, to grow your data and better manage your business.
Develop intelligence and use it to your competitiv...
Develop intelligence and use it to your competitive advantage by tracking every interaction, and every deal, to grow your data and better manage your business.
Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.
Evaluate your performance and success against peer...
Evaluate your performance and success against peer firms. Over 80 percent of our clients see measurable improvements within the first year of implementation.
Seamless integration with Outlook/Gmail, mobile devices, Capital IQ, Preqin, and hundreds of other applications.
Learn About The Technology
Seamless integration with Outlook/Gmail, mobile devices, Capital IQ, Preqin, and hundreds of other applications.
Learn About The Technology