MARS SalesFocus Solutions Inc | Sales focus
The MARS Compliance Module is an effective tool for increasing oversight across distribution channels and product types and provides a comprehensive 22c-2 and Prospectus solution. With the MARS Compliance solution your firm can rest assured that you have the tools to properly oversee fund and prospectus compliance as well as to identify situations where potentially improper trading may be occurring.
Under our Full Service 22c-2 Compliance Management Service, we:
• Work with our clients to create and maintain custom compliance rules based on rules which are available in the MARS 22c-2 Compliance module.
• Review MARS 22c-2 Compliance reports on our client’s behalf to identify, research and validate each flagged trade.
• Work with intermediaries to request additional information via SDR on trades when necessary.
• Request underlying data for omnibus trades, if needed, to perform additional research when the data does not provide the level of detail needed to identify trade information.
• Review flagged trades following our client’s compliance break procedures.
• Provide activity reports which will provide information on the status and results of each flagged trade being worked. So if you need a help with Sales Focus Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales analysis tools
MARS aggregates and reconciles data to the lowest level of detail from an unlimited number of investment products such as mutual funds, Managed Accounts, ETFs, DCIO/retirement products, UCITs and alternatives investment products. The breadth and depth of MARS’ sales analytics and reporting capabilities provides business-critical information to executive management, sales, management, finance, operations and compliance groups with asset management firms. So of you need help with sales analysis tools Contact us
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales analytics Solutions
IntelliMARS ensures our clients' sales organizations are better prepared for each meeting, more efficient in identifying new sales opportunities, and enables more effective sales calls. IntelliMARS has been designed for busy executives and active sales team to quickly obtain information through the visualization of data on iPad and iPhone devices. IntelliMARS provide innovative, industry-specific features such as :
• View firm, office, rep sales, assets and activity information.
• Find Reps in your vicinity using the "Rep...
MARS SalesFocus Solutions Inc | Sales analysis tools
MARS gathers and reconciles data from an infinite number of investment products, including mutual funds, managed accounts, ETFs, DCIO/retirement plans, UCITs, and alternative investment products, down to the most minute level of detail. Executive management, sales, management, finance, operations, and compliance groups with asset management organisations have access to business-critical information thanks to the breadth and depth of MARS' sales analytics and reporting capabilities. Thus, if you require assistance with sales analysis tools Message us
Using MARS, you may identify new sales leads more rapidly and make more effective sales calls, enhancing the sales performance of your company. MARS was developed to make it easier for busy executives and active sales teams to comprehend data visualisations on iPads and iPhones. MARS provides unique, industry-specific features.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
MARS SalesFocus Solutions Inc | Sales focus
Using MARS, you can more quickly find fresh sales prospects and conduct more successful sales calls, improving your organization's sales Focus. MARS is made to make it simple for active sales teams and busy executives to easily understand data visualisations on iPads and iPhones. Innovative, business-specific features are offered by MARS.
We guarantee our clients thorough and accurate data on sales, sales analytics, and asset representation thanks to our proprietary technology and understanding of industry best practises.
Our data cleanup team performs data matching, disinfection, and deduplication operations when data enters MARS from carriers, supermarket platforms, ETF platforms, subsidiary accounting firms, managed accounts, or other intermediaries to guarantee customers have correct sales and asset data.
Contact information
(415) 485-4500
2401 Kerner Boulevard, San Rafael, CA 94901 sfsinfo@sfsmars.com
https://sfsmars.com/
