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.