Cloud-Based Software as a service

No hardware or software to install

Turbo charge distribution effectiveness

Developed to meet
the unique needs of
small and fast growing
asset managers

Eliminate the need to divert scarce resources
to build complex systems in house

Powerful enough to meet the needs of the most ambitious distributor


SalesStation ~ Data Management, Business Intelligence & CRM

SalesStation will quickly become an indispensable tool in supporting your organization’s overall sales, marketing and communications strategies:

Data Management

SalesStation is a powerful, best in class data management platform, built around a sophisticated data warehouse repository that collects and consolidates daily asset and transaction feeds.

SalesStation was developed to suit the unique needs of small and fast growing asset management companies, yet is powerful enough to meet the demands of the largest and most ambitious distributors.

What Could This Mean For Your Organization?

  • Gain visibilty….Outsource the nightmares of obscured omnibus and sub-accounting, trade reconciliation and constantly – changing advisor information, and gain vital transparency into which firms and advisors are doing business with your company.
  • Equip yourself with the vital business intelligence you need to manage your distribution efforts and drive sales
  • Cost effective; an affordable monthly license arrangement
  • Software as a service; no hardware or software required
  • Quick installation; you can be up and running within 45 days

Read more about Data Management >>

Sales Tracking & Reporting

SalesStation puts enterprise-wide sales and asset tracking at your fingertips, and comes with insightful reporting and analytics tools to enable business-critical distribution decision making.

  • Territory-level sales and activity reporting becomes just a click away for wholesalers.
  • Interactive dashboard reports feature graphical, user-friendly tools to drive business and optimize sales effectiveness.
  • Intuitive, easy- to- use screens and navigation
  • Customized for the unique needs of small and fast growing companies

What Could This Mean For Your Organization?

SalesStation Turbo Charges Distribution Effectiveness

  • Equip yourself with the vital business intelligence you need to manage your distribution efforts and drive sales
  • Allocate scarce marketing and sales resources more strategically and cost effectively
  • Get accurate and reliable daily snapshots of channel, firm and territory level sales and assets first thing every morning
  • Have real-time summary reports of wholesaler activity and sales results at your fingertips
  • Equip management and wholesalers with the critical daily sales and asset intelligence they need to effectively compete

Read more about Sales Tracking & Reporting >>


SalesStation’s CRM solution for asset managers features “out of the box” user-friendly overlay templates, reports and dashboards, customized and designed specifically to capture and display client profile information unique to mutual fund and investment advisory companies. SalesStation’s CRM solution for asset managers elegantly and seamlessly integrates with, the world’s leading Customer Relationship Management provider.

What Could This Mean to Your Organization?

  • Replace yesterday’s hit or miss “shotgun” approach of mass marketing, directed to anonymous advisors and brokers, with a targeted, more cost effective, more personal model.
  • Track contacts, promotional campaigns and marketing activities
  • Provide wholesalers real time snapshots of producer activity
  • Enable wholesalers to build an invaluable archive of prospect and producer communications on a firm or an individual advisor level

Read more about CRM >>

Business Intelligence

SalesStation’s analytic tools have been developed to provide transformative insights for mutual fund sales and marketing executives. For wholesalers, whose front line sales efforts drive distribution effectiveness day in and day out, territory-level analytics can highlight overlooked or untapped opportunities and keep a busy wholesaler pointed in the right direction. SalesStation includes sophisticated “reporting on demand” systems which enable distribution executives to design, create and generate customized reports. Sales Station’s robust delivery mechanism will generate and distribute reports in multiple file formats on a when needed basis or according to fixed or periodic schedules.

SalesStation’s functionality is sophisticated and robust enough to support the reporting and analytical needs of the most demanding and unique distribution organizations. Designing customized reporting and analytical query tools well suited to an organization’s unique and specialized needs requires more than a best in class information technology platform; it requires practical know how and industry experience. That’s where Celera’s broad financial services strength makes the difference. Our operations professionals, distribution experts, and software engineers have hands on experience working with some of the largest and most aggressive companies in the investment and insurance industries.

Read more about Business Intelligence >>