Integrated
Financial CRM for Fund Manufacturers
FACTS® FM is an integrated CRM system specifically
designed for any financial firm (such as mutual
fund manufacturers or hedge fund firms) marketing
their products through the broker-dealer network.
FACTS® FM keeps track of all your sales
and assets by advisor, dealer, or branch, allowing
your firm to easily determine who your biggest producers
are. FACTS® FM improves the productivity
of your sales team by integrating all your contact
and financial data (from IFDS, IAS, Fundserve) in
a single place.
FACTS®
FM: Data Consolidation
Integrated CRM for mutual fund
manufacturers
Provides control over broker-dealer
sales channel
Advisors, Dealers, Branches
Integration with financial data (from
IFDS, IAS, Fundserve, etc.)
Integrated CRM for mutual fund
manufacturers
