SFS Provides a Data-Driven Platform for Interval Fund Firms to Improve Advisor Engagement, Identify New Business Opportunities, Grow Subscriptions, Manage Liquidity, and Predict Redemptions
Press Release Larkspur, CA, November 2024 – SFS a fintech leader in sales reporting and data analytics for the asset management industry, enhances data analytics and reporting for Interval Funds through its MARS Platform. Interval funds offer a controlled structure for liquidity, but with this comes the pressure to better understand investor behavior well in […]
SFS Strengthens Multi-Custodian Integration Capabilities Amid Evolving Market Needs
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and data analytics for the asset management industry, streamlines and unifies data management, reporting, and analytics across multiple custodial relationships. In an increasingly fragmented financial market, asset managers are often faced with the challenge of consolidating sales and asset data from […]
Optimal Data from SFS MARS Helps Asset Managers Achieve Data Accuracy and Reliability
Press Release Larkspur, CA, October 2024 – SFS a fintech leader in sales reporting and data analytics for the asset management industry, provides a competitive edge for asset management firms with its Optimal Data service. SFS’ Optimal Data service eliminates inaccuracies, gaps, and inconsistencies that can arise when integrating data from multiple custodial platforms and […]
Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
Man Group selects SalesFocus Solutions and MARS to support its Omnibus Sales Reporting needs
MARS for Salesforce® Video Premier!
Produced in partnership with Salesforce® this short video highlights how MARS for Salesforce® can improve sales segmentation, buying team insights, and provide more accurate and timely data to Sales and Marketing teams to increase sales and marketing effectiveness.
SalesFocus Solutions Partners with Foreside Financial Group
SalesFocus Solutions Partners with Foreside Financial Group Partnership will enhance Foreside’s clients’ existing sales analytics and reporting capabilities San Francisco, CA – February 18, 2020 – SalesFocus Solutions, a Fintech leader servicing asset management firms has entered into a partner program with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and […]
CIO Review Magazine features SalesFocus Solutions
CIOReview Magazine features SalesFocus Solutions as one of the 20 most promising Salesforce solution providers in 2016 The September 2016 edition of CIOReview Magazine highlights SalesFocus Solutions’ leadership in enhancing the value Salesforce CRM for asset management firms who are struggling with typical industry challenges such as: Aggregating large volumes of sales and asset data […]
New ETF Data Aggregation and Reporting Solution Press Release
SAN FRANCISCO, Oct. 13, 2015 /PRNewswire/ — SalesFocus Solutions, the leading provider of the MARS product for the asset management industry, announced today that it is has expanded its product suite to include a comprehensive Exchange Traded Funds (ETF) data aggregation and reporting solution. The solution is tailored to meet the needs of ETF providers […]