Mobile App
The innovative features of of our mobile apps provide our clients with a competitive advantage by providing advanced analytics and data visualization to gain unprecedented business insights so that sales teams can more readily find new actionable business opportunities. Our IntelliMARS mobile app works with any CRM and Sales Reporting system and takes full advantage […]
Compliance Management
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. MARS Prospectus Compliance – MARS provides comprehensive tools for fund and prospectus compliance. MARS 22c-2 Compliance monitors all transactions for […]
Asset Management CRM
MARS is designed to meet the unique relationship management and reporting needs of the Asset Management Industry. MARS not only consists of traditional CRM features such as tracking contacts, meetings, activities, etc, but also it analyzes your sales data to assist in finding new prospects, identifying top producers and increasing cross-sell capabilities. The innovative MARS […]
Market Intelligence
MARS is integrated with well-known third-party market intelligence data providers such as Market Metrics™, Distribution Analytics™, Discovery-RIA™, and RIA Database™ to gain new business insights to provide you with insights on how well your products are performing compared to your competition. MARS also provides the ability to show you how changes in your sales and […]
Advanced Sales & Marketing Visual Analytics
Sales & Marketing Visual Analytics The MARS Product Suite is revolutionizing sales analytics and reporting and is designed to give our asset management clients a competitive advantage by identifying new potential sales opportunities, focusing sales and marketing efforts, and facilitating asset growth. MARS is designed for busy executives and active sales teams to quickly obtain […]
Sales & Asset Insights, With DCIO Reporting
MARS is designed to give our asset management clients a competitive advantage by identifying new potential sales opportunities, better focusing sales and marketing efforts, and facilitating asset growth. Specifically designed for the business needs of asset management firms, MARS can handle sales and asset volume flows of any size firm. MARS aggregates data from an […]
What is MARS?
For many in the asset management industry, MARS is known as an industry-specific CRM with Sales and Asset reporting capabilities. That was a good basic description when MARS was first introduced back in 1999 as an industry-specific solution for Marketing And Reporting Sales. In 1999 we began servicing our first MARS client and not only […]