Market Advisor

The Market Advisor™ product combines three database functions—sales tracking, contact management, and literature fulfillment—to offer the mutual fund, banking, and insurance industries a powerful information management system. By providing easy access to sales and client information, Market Advisor enables companies to track, target, and service their top producers.

The Sales Tracking capability of Market Advisor downloads trade data from the company’s transfer agency each night and systematically resolves trades using alias, representative, office, firm, and shareholder information.

The Contact Management side of Market Advisor prioritizes and tracks project tasks, documents telephone conversations with clients, and schedules assignments.

Literature Fulfillment assists companies in fulfilling literature orders for financial intermediaries, prospects, and shareholders. Literature distribution can be tied to production for intermediaries in addition to analyzing orders by representative, office, firm, and territory.