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Specialized Structure for
Asset Management Firms

Specialized Structure for
Asset Management Firms

Industry specialized firm-office-rep structure.
Supports both retail and institutional business.
Multiple industry-specific features.

By mirroring the organizational structure of advisor firms, profiling advisors by their office location and team assignments and tracking the relevant sales activity of each advisor, the Advisor Track CRM primes sales for meaningful and effective outreach.


Website Activity Tracking

Document Management

Comprehensive Channel / Territory Management

eCampaign & Fulfillment Vendor Integrations

Activity Management

Advisor Track overlays sales data and reporting to Google Maps in MARS Mobile for visual actionable geolocated business insights, maximizing every sales trip and every sales call.

The MARS for Salesforce® integration leverages Advisor Track’s channel and territory management, data query and report writing capabilities to enhance and specialize Salesforce® CRM.

Customer Service and Training

The firm, office, rep structure and industry-specific features of Advisor Track come with all the training and ongoing in-person support you need to streamline your client support and sales growth.

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