Boost sales efforts with consolidated daily updates.
Access a single version of truth across all sub-accounting and internal data sources. Daily updates equip you with consolidated details at the individual, team, office, and firm levels.
A fresh take on the broker-dealer channel.
Stop the madness and eliminate the cumbersome flip-flop between CRM, spreadsheets, and third-party data websites. Leverage immediate and actionable reporting across every level of your distribution network with built-in technology that automatically matches trading aliases to transactions and assets.
Simplify prospecting and CRM integration.
Quickly identify the best candidates for new sales and turn insight into action. Easily integrate contacts and new prospects with your CRM via our custom data exports or Salesforce.com integration package.
Solutions for every role.
Distribution
Build and strengthen powerful pipelines with up-to-date information for any plan, advisor, provider, fund, or asset manager across any channel.
Finance
Consolidate all data affecting your bottom line, and enable your team to see not only what's happening today, but proactively address what lies ahead.
IT/Data Management
Harmonize data management while maximizing the ROI of current data investments by seamlessly integrating all data sources into a single version of truth.
Operations
Bridge operational silos and improve collaboration with decisions makers with consolidated operational and customer data from every corner of the organization.
