SalesFocus Solutions is a fintech leader in Distribution Intelligence and Master Data Management(MDM) for asset management firms. Our MARS solution turns fragmented data from transfer agents, financial intermediaries, custodians, and third-party data providers into a trusted, golden copy of Advisor and Advisor Team intelligence and provides our clients with insights to facilitate AUM growth.

The MARS solution supports the entire spectrum of retail and institutional business and all product types including Mutual Funds, ETFs, TAMPs, CITs, UMAs, SICAVs, CITS, DCIO/retirement, Managed Accounts, and Model Portfolios. MARS houses all products, trades, assets, contacts, and activities in one system and provides a real-time bi-directional integration with Salesforce.

Key features include:

• Comprehensive view of all retail and institutional business
• Automated Insights feature which automatically provides alerts for new business opportunities, such as: Identifying Advisors who may have an interest in particular products based on certain factors, and identifying cross-selling opportunities
• MARS-AI™ helps distribution teams uncover actionable insights to make faster strategic decisions
• The ability to easily view sales, assets, and trends across the entirety of the business, at a specific business line (e.g., U.S. Retail) or at a more granular level, specific firms, offices, Advisors, and Teams with each firm across all business lines
• Channel and Territory optimization for effective coverage balancing and compensation
• Early warning signals for possible redemptions – automatically identifies and alerts for accounts that may be at risk of redeeming assets and Advisor/Team behavioral changes
• MARS SEC Rule 22c-2 Compliance Management and Full-service Compliance Monitoring