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  • MARS

Distribution Intelligence: Advanced Sales Analytics and Reporting

MARS provides a complete distribution intelligence solution with full visibility and multi-product reporting across all product types, including model portfolios, mutual funds, ETFs, Managed Accounts, UCITs, UMAs, SICAVs, CITS, interval funds, DCIO/retirement, and Alternatives.

Adapts to evolving distribution

Unlike “home-grown” and legacy vendor systems that may not be capable of supporting rapid change without multi-year and costly system updates, MARS is designed to support evolving distribution intelligence needs. As firms expand into ETFs, model portfolios, and new product types, MARS is already capable of handling these structures and facilitates faster time to launch.

MARS provides an end-to-end distribution intelligence platform from Golden Copy data consolidation, multi-product reporting, Salesforce® enrichment, advisor team intelligence, 22c-2 compliance monitoring and over 25 years of domain expertise in the asset management industry. Key features include:

  • Comprehensive view of all retail and institutional business and all product types
  • Easily see sales, assets, and trends across the entirety of the business, at a specific business line (e.g., U.S. Retail), or at a more granular level, such as at a specific firm and the offices, Advisors, and Teams with each firm across all business lines
  • Channel and Territory Optimization for effective coverage balancing and compensation
  • Seamless integration with Salesforce® to enhance the CRM information with distribution intelligence data
  • Early warning signals for possible redemptions - automatically identifies and alerts for accounts that may be at risk of redeeming assets and Advisor/Team behavioral changes
  • Identifying Advisors and Teams who may have an interest in particular products
  • Identifying Advisor and Team trends and alerts when Advisors break past trends
  • Identify top (or laggard) firms, office/branches, Advisors, Teams, and product types to focus on the right opportunities for AUM growth
  • Automatically identifying cross-selling opportunities
  • Providing Rep scoring, ranking, and grading based on behavioral and demographic factors;
  • Clients can create their own dashboards, views, and widgets custom to the tab level
  • Over 300 industry-specific, user-configurable MARS reports, user-friendly query features, and our MARS Automated Insights feature provide new business insights automatically
  • Ability to transfer data to in-house systems or export in a variety of formats such as PDF, HTML, CSV, and EXCEL