Turn fragmented distribution data into a trusted foundation for sales execution, territory decisions and growth.
All your data, all your products, in one solution.
When fragmented distribution data becomes a growth blocker, MARS delivers the trusted data foundation asset managers need to drive sales, optimize territories, and grow.
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.
In AUM managed by firms that rely on SFS as their foundation for distribution data, compliance oversight, and sales intelligence.
Client transactions processed, standardized, and connected into advisor-level reporting and territory analytics.
Advisors and advisor teams continuously maintained across intermediary distribution channels, active firms, broker-dealers, and home offices.
Provide field teams and wholesalers with real-time advisor and team intelligence, nearby opportunity mapping, and data-driven coverage support for every meeting.
