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Personalized Customer Service

Personalized Customer Service

Leverage our experience and industry knowledge with consultative customer services support at every stage of the sales reporting journey. Every fund has customized reporting needs that reveal unique sales opportunities.
Let us help you find your path.

The Service that Backs the Systems
in Successful Sales Reporting

Optimal Data

To align your data cleaning service with your operational and sales goals, experienced SFS staff will guide you in establishing and maintaining a customized and efficient daily process.


The powerful reporting and data analytics of MARS is configured and refined in close consultation with you to meet your specific sales reporting and data visibility needs.

MARS for Salesforce®

SFS customer service implements and support the transformation of your Salesforce® CRM into a specialized powerhouse with dealer, branch, rep and team visibility and visualized activity reporting at every level.

MARS Mobile

Your salespeople, managers and executives will have live as-needed training and customer service support to get the most out of the multiple powerful mobile features of MARS Mobile.

Advisor Track CRM

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

Advisor Teams

The complete broker-dealer buying unit database will enhance your data cleaning process and sales prospecting efforts. Customer service support will help you get the most out of Advisor Teams every step of the way.

22c-2 Plus

Monitoring of your trade activity and a specialized alert and notification protocols is established through a thorough customer service understanding of your work flow and compliance requirements.

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