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Sales & Asset Insights, With DCIO Reporting

By August 13, 2019No Comments

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 unlimited number of sources such as transfer agents, financial intermediaries, DCIO/retirement record-keeping platforms, managed accounts, fund supermarkets (Fidelity, Schwab, TD Ameritrade), UCITS, alternative investments, annuities & life products, and ETF data providers into a knowledge-base that provides unique insights and data visualizations into your business. Some of the MARS benefits include:

Total Visibility Including DCIO Platform Reporting

Increase visibility into your sales and asset flows across your entire retail and institutional business including all distribution channels, product lines, geographic territories, market segments, products, and business relationships such as firms, offices, reps and accounts. We even have an automated way to load DCIO record-keeper data files into MARS.

Our MARS DCIO Platform Reporting Solution can be used to complement and enhance a firm’s existing Sales Reporting system or it can be used in conjunction with the MARS Sales and Asset reporting platform. With the MARS DCIO Platform Reporting Solution our clients have the ability to:

  • Automate & organize DCIO data imports;
  • Report sales and assets on sponsors and advisors;
  • Perform analysis on trends and sales growth; and
  • Manage consultant pipelines and sales tracking.

In addition, our clients can take advantage of the powerful MARS visual analytics capabilities to gain new insights into their DCIO sales and assets.

MARS is used by sales, marketing, finance and operations groups and provides the ability to easily identify new potential sales opportunities, rank your most profitable business relationships, improve business relationship management and communication, perform financial analysis and compensation reporting, view historical sales and asset trends compared to current performance, identify strategic business insights, manage fund prospectus compliance & SEC Rule 22c-2 Compliance and much, much more.

Channel and Territory Management Perfection

Provides deep insights into the most effective distribution channel and geographic territory management to reduce sales costs and maximize profits; allows organizations to slice and dice their business into whatever distribution channels, geographic territories and reporting exceptions that works best for their business; perform “what if” scenarios with your sales channel and territory structure to give you insights into how changes might affect your business.