Sale Reporting Tracking CRM Asset Manager

Innovative information technology solutions
for financial services companies

Celera Systems LLC

Get the industry’s
leading mutual fund
sales tracking &
reporting system

Request a Demo >

The Celera Difference >

Asset Manager Sale Reporting CRM

Gain visibility: Outsource the operational and
distribution nightmares associated with omnibus
accounting, subaccounting, trade reconciliation
and advisor information.

Get the industry’s
leading mutual fund
sales tracking &
reporting system

Data Management for Asset
Management Companies

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The Celera Difference >

Mutual Fund Sale Tracking & Reporting

Eliminate the need to divert scarce and precious
capital and staffing resources to build and manage
complex business, asset and sales reporting systems
and analytics tools in house

Get the industry’s
leading mutual fund
sales tracking &
reporting system

Business Intelligence, Analytics
and Sales Tracking & Reporting
for Mutual Fund Companies

The Celera Difference >

Request a Demo >

IT Solutions for Asset Managers

Support your entire sales, marketing
and service strategy with CRM

Get the industry’s
leading mutual fund
sales tracking &
reporting system

Customer Relationship
Management (CRM)
for Asset Managers

Strong customer relationships are at
the heart of any successful business

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The Celera Difference >

Data Management Solutions for Mutual Fund Companies

Celera News 

SalesStation Overview

SalesStation is a powerful and highly sophisticated data aggregation and data repository platform:

  • Retrieves and consolidates mutual fund asset and transaction feeds from intermediaries, transfer agencies, clearing firms and trading platforms, across all asset management products and all distribution channels
  • Daily enterprise-wide asset and sales tracking and reporting that’s reliable, accurate and timely
  • Business intelligence and analytics tools that enable informed and actionable decision making
  • Seamless integration to Salesforce.com; the worlds leading CRM platform, customized for asset managers

At Celera, we understand that small and fast-growing asset managers need reliable and timely information about assets under management, and that who is driving sales is at the very core of an effective sales and marketing strategy.

SalesStation is a sophisticated mutual fund reporting software that provides executives, sales managers and wholesalers the ready links they need to reports and intermediary data dashboards, designed specifically for evaluating current and historical asset and sales trends and results, and for identifying high potential distribution opportunities.

SalesStation delivers territory dashboard reports with graphical, user-friendly tools to maximize sales effectiveness at wholesalers’ fingertips.