Gain an Edge in Today’s Market
Whether you struggle with gathering data from multiple sources, inadequate mutual fund sales reporting or empowering sales teams to grow the business, we offer a full scope of services at your fingertips to maximize your potential. Our Fund Solutions suite includes:
- Data Management Solution – Simplify, optimize, inform with our powerful data engine that’s coupled with a robust business intelligence tool.
- CRM Solution – Empower, communicate, succeed with either of our industry-leading software systems to integrate financial activity with client relationship management tools. We’re partnered with both Salesforce.com and Infor (formerly known as SalesLogix) to offer you a choice in the technology behind your solution.
Working with us, you’ll gain much more than a vendor — we’re a business partner focused on helping you succeed and grow.