SFS

Software DevelopmentCalifornia, United States51-200 Employees

We are the leading Asset Management Industry's All-in-One Sales and Marketing Solution:

SFS Transforms your data into actionable business insights to identify new sales opportunities, obtain product-targeted marketing leads, and facilitate asset growth. 

SFS provides a product called “MARS”. MARS is the All-in-One Sales and Marketing Solution for the Asset Management Industry. MARS includes innovative data visualization displays and advanced analytics tools to more effectively uncover and target new sales and marketing opportunities. We provide distribution reporting for all product types including ETF’s, Mutual Funds, SMA’s, DCIO, insurance products and alternative investments. We also provide RIA and Market intelligence reporting across all platforms, native industry-specific CRM or real-time bi-directional integration with Salesforce CRM, Innovative mobile apps that can overlay any CRM & Sales system, data cleansing and data quality improvement, along with  22c-2 compliance Management.

Sign up for free to view info

Email Format Employee directory