SFS

IT Asset Management Software

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This extensive asset management and sales intelligence platform consolidates and optimizes client and advisor data, enhances compliance monitoring, and delivers advanced analytics to improve sales strategies and operational efficiency for financial firms managing large assets and extensive advisor networks. Its key features include master data management, sales and asset reporting tools, CRM integration, mobile territory management, and tailored compliance alerts, effectively addressing issues related to data fragmentation, inaccurate reporting, regulatory compliance, and sales performance tracking, making it ideal for asset managers, financial advisors, compliance teams, and distribution professionals seeking to streamline data-driven decision-making and grow assets under management.

SFS can be found in IT Asset Management Software categories.

The most similar products to SFS are:

Ziggma Promoted → IMSS → Terrapin Technologies → GoldenSource → CircleBlack →

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Details

SFS Main Features

• 22c-2 Plus
  A compliance tool that monitors SEC and prospectus rules to keep firms compliant with alerts and notifications.
• Pathfinder
  Customer support service for training, implementation, and strategy for all SFS products tailored to each client.
• MARS Mobile
  Mobile tool that helps manage sales territories with geolocation for more effective sales calls.
• Optimal Data
  Provides daily data cleaning, reconciliation, and completion to ensure accurate information.
• Advisor Teams
  A database with details of over 740,000 active reps, decision makers, and teams for prospecting.
• Advisor Track CRM
  A special customer management system designed for asset firms to improve sales activities.
• MARS for Salesforce
  An integration that adds sales reporting and analytics to Salesforce CRM to improve sales management.
• Master Data Management
  It helps clean, organize, and improve data for better business operations.
• MARS Sales & Asset Reporting Platform
  A system that reports and finds trends in sales and assets to help improve sales strategies.

SFS Benefits

• Ensuring Compliance
  Mars provides tools to help you follow important rules and check for any improper trading activities.
• Enhancing Data Quality
  Mars cleans and organizes your data, ensuring you have accurate information for sales and contacts.
• Visualizing Data Effectively
  With advanced graphics, Mars helps you see your data clearly, giving you an edge over competitors.
• Improving Sales Team Efficiency
  The mobile app makes it easy for your sales team to access information quickly, helping them work better.
• Integrating with Existing Systems
  Mars works well with your current systems, making it easier to improve your sales processes.
• Identifying New Sales Opportunities
  Mars helps you find new chances to sell by turning your data into useful insights.

Who should use SFS?

• CRM Users
  Users of Salesforce CRM can improve their experience with better data visualization and insights.
• Sales Teams
  Sales teams can use MARS to find new sales opportunities and be better prepared for meetings.
• Data Analysts
  Data analysts can improve data quality and create clear visual reports to understand trends.
• Business Owners
  Business owners can grow their assets by using insights from MARS to make better decisions.
• Compliance Officers
  Compliance officers can ensure they meet all rules and regulations easily with the right tools.
• Marketing Professionals
  Marketing professionals can get targeted leads to help them promote their products effectively.

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