DIFFERENTIATING
YOUR OFFERING
Track complex relationships among companies
and contacts important to your business: brokers,
planners, sponsors, home offices, branches
and more
View investment performance at each branch
or individual level and roll-up summary level
data to home or parent offices
Track selling agreements, investment guidelines
and planner certifications to help target
product messaging and to stay in compliance
Drive opportunities by automating activities
such as follow-up calls, renewals, letters
and literature fulfillment
Tie in information from your transfer agent
and proactively act upon key transactions
Integrate seamlessly with Microsoft Outlook
contacts, calendaring and MapPoint to help
maximize route and travel planning
Send personalized communications to individual
planners, brokers, vendors and prospects,
or groups of contacts using customized HTML
e-mail templates or Microsoft Word letters
Leverage centralized literature fulfillment
for your investment products
Track all your inbound and outbound communications
to and from clients, prospects and vendors
to help minimize risk around compliance issues
Integrate with your back office/accounting
system, document imaging systems or other
key systems utilizing our open .Net architecture
Access your data from mobile handheld devices
such as PocketPC and BlackBerry
Accurately analyze the revenue potential and
probability of closes in your pipeline
Segment key data using dynamic groups and
queries to access real-time, pertinent data
for your business
Use integrated reports to gauge marketing,
product, individual or team effectiveness
Define and receive automatic alerts on pending
opportunities based on business conditions
you define
Leverage a centralized library for investment
product information, selling agreements, templates,
FAQs or marketing materials
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Latest Sponsor Advantage™
Features
Fed Ex, UPS and DHL integration to
keep track of all shipments and costs
with your shipping provider and integrate
the tracking numbers into the system
Track all PPM numbers for any document
sent from the system to stay in compliance
and automate the process.
Literature fulfillment has been modified
to allow for fulfillment to be exported
to excel so you can integrate with
third party providers
Advanced Investor tracking will allow
for investors to be associated to
any ticket, broker/dealer & registered
reps making it efficient for reporting
and in building groups and queries
Convert an opportunity into a sales
ticket when for a streamlined experience
Automated TIC closing process will
keep track of all tickets, paperwork,
investors, reps, broker/dealers, equity/debt
and slots associated to an offering
Advanced Transfer Agent integration
to store all ticket sales in the system
to automate reporting
Sales Tickets/Investments enhancements
which allow for advanced reporting
and analytics
Checklists allow for workflow in the
system to automate manual tasks
Product enhancements will allow for
you to keep better demographics associated
to your offering
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