SFS Email Format

Software DevelopmentUnited States51-200 Employees

Empowering Asset Management with Smarter Sales & Marketing Solutions

SFS transforms raw data into actionable business insights, helping firms identify new sales opportunities, drive product-targeted marketing, and facilitate asset growth. At the heart of our offering is MARS — the industry's premier All-in-One Sales & Marketing Solution for asset managers.

MARS simplifies and strengthens your sales efforts with:

Distribution Reporting for ETFs, Mutual Funds, SMAs, DCIO, Insurance Products, and Alternative Investments.
RIA & Market Intelligence insights across key platforms.
Data Visualization & Advanced Analytics to uncover new growth opportunities.
CRM Integration with native support or real-time sync with Salesforce.
Mobile App Capabilities for enhanced on-the-go engagement.
Data Cleansing & Quality Assurance powered by Optimal Data for accurate, clean data.
22c-2 Compliance Management with proactive trade monitoring and reporting.
Our platform empowers asset managers to turn complexity into clarity, enabling smarter decisions, faster growth, and stronger client relationships. Experience the future of sales and marketing intelligence with MARS.

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