MARS Distribution Intelligence and Master Data Management Solution

The MARS Distribution Intelligence and MDM solution provides a single, trusted source of data, unifying transfer agent, financial intermediary, NSCC, custodian, and broker-dealer data into the advisor-level intelligence that powers smarter sales decisions, territory optimization, and regulatory compliance.

MARS consolidates fragmented data from an unlimited number of data sources, such as transfer agents, financial intermediaries, ETF data providers, and third-party data providers. MARS reconciles the data to the lowest level of detail while eliminating duplicate data and inconsistencies. Key features include:

Transforms fragmented distribution data into a “Golden Copy” and trusted source
Provides a secure, centralized location for data discovery, analytics, and transfer to in-house systems
Delivery of timely and reliable data quality and the ability to trace data lineage
Curated data that provides linkages between distribution intelligence data points such as firms, offices/branches, reps, advisor teams, accounts, channels, territories, sales, assets, and products

25+ Years of Expertise in the Asset Management Industry

The MARS Distribution Data Intelligence and MDM solution has unique capabilities and features that most MDM solutions do not have, such as:

Advanced distribution channel and geographic territory features which supports business specific exceptions and overrides
Superior capabilities for rapid and detailed transactional-level and analytical sales reporting.
Optimized for time-based sales metrics needed for trend analysis
Supports sales team structures or splits, which depend on transactional data
Handling multi-currency reporting and includes exchange-rate tables required for currency conversions
Unique distribution intelligence features such as segmentation, lead scoring, cross-sell identification, and similar analytics, which require behavioral and transactional data that typically sit beyond the scope of a traditional MDM platform.

Client Testimonial

Our goal is to provide full sales visibility and analysis for all lines of business and products types ranging from mutual funds to multi-disciplined portfolios and unified managed accounts.

MARS clearly provides a technology platform to handle the complexities of our business; SalesFocus provides the partnering relationship that accommodate our growing business.