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Leveraging Data

for Actionable Sales Intelligence

Leveraging Data

for Actionable Sales Intelligence

Transform sales and asset data from all sales channels into business insights that facilitate operations, identify opportunities and drive new sales.

IMEA Podcast: Advisor Teams – Enhancing Distribution Strategies

SFS has been a long-time partner firm of the Investment Education Alliance (IMEA) and we recently had an opportunity to discuss our Advisor Team data set with Executive Director, Kimber Lintz.

Industry Leader in Asset Management Data

$3
Trillion

AUM of financial firms that have chosen to rely on SFS to optimize their data, manage compliance and grow their sales.

30
Million

client transactions cleaned, enhanced and optimized for operational efficiency and sales and asset reporting.

740
Thousand

advisors tracked. Clients look to SFS for current and complete advisor and advisor team data for all active firms and reps.

Your Competitive Advantage

Data management, monitoring, reporting and analytics for streamlined business operations and enhanced sales.

Optimal Data

Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.

MARS

Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.

MARS for Salesforce®

Salesforce® CRM enhancement integrating the sales reporting and data analytics output of MARS.

MARS Mobile

Mobile territory management application with MARS sales and asset reporting and geolocation for maximizing every sales call.

Optimal Data

Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.

Learn More

MARS

Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.

Learn More

MARS for Salesforce®

Salesforce® CRM enhancement integrating the sales reporting and data analytics output of  MARS.

Learn More

MARS Mobile

Mobile territory management with geolocated sales and asset reporting for maximizing every sales call.

Learn More

Optimal Data

Daily data cleaning, reconciliation and completion leveraging advisor database of over 740,000 reps. Customized process to suit client needs.

Learn More

MARS

Sales and asset reporting and analytics platform. Revealing patterns, trends and opportunities that enhance overall sales strategy.

Learn More

MARS for Salesforce®

Salesforce® CRM enhancement integrating the sales reporting and data analytics output of MARS.

Learn More

MARS Mobile

Mobile territory management with geolocated sales and asset reporting for maximizing every sales call.

Learn More

Advisor Track

Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.

Advisor Teams

Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.

22c-2 Plus

Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.

Pathfinder

Customer service support for implementation, training and strategy for all SFS products customized for every client need.

Advisor Tracks

Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.

Learn More

Advisor Teams

Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.

Learn More

22c-2 Plus

Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.

Learn More

Pathfinder

Customer service support for implementation, training and strategy for all SFS products customized for every client need.

Learn More

Advisor Track

Industry-specific CRM for optimized sales strategy. Dealer / Branch / Rep structure. Advisor team and product visibility.

Learn More

Advisor Teams

Prospecting database featuring team data, decision makers and complete contact details on over 740,000 active reps.

Learn More

22c-2 Plus

Rule 22c-2 compliance management. Customized monitoring, notifications and alerts for SEC and prospectus compliance.

Learn More

Pathfinder

Customer service support for implementation, training and strategy for all SFS products customized for every client need.

Learn More

Driving Sales for Asset Management

MARS Mobile

Maximize every sales trip. Better prepare for every sales meeting. Locate nearby opportunities. Optimize sales effectiveness with MARS mobile territory management.

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