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 focus
A complete 22c-2 and Prospectus solution is offered by the MARS Compliance Module, an efficient tool for strengthening control across distribution channels and product categories. With the MARS Compliance solution, your company may feel secure knowing that you have the resources to correctly supervise fund and prospectus compliance as well as to spot circumstances where perhaps erroneous trading may be taking place.
As part of our Full-Service 22c-2 Compliance Management Service, we: • Work with...
MARS SalesFocus Solutions Inc | Sales Intelligence Solution
The MARS CRM supports both the retail and institutional sides of the business and includes asset management industry-specific features such as comprehensive channel/territory management capabilities, profiling, eCampaign & fulfillment vendor integrations, website activity tracking, document management, and overlays MARS CRM and sales data with Google Maps ™ to transform your data into new actionable business insights.
The MARS-Salesforce CRM integration transforms the typical two-tiered Salesforce hierarchy (firm and account) into a three tiered Firm,...
MARS SalesFocus Solutions Inc | Sales effectiveness
Using MARS, you can more quickly find fresh sales prospects and conduct more successful sales calls, improving your organization's sales performance. 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/
