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Conduent Fund Sales Growth
by Xerox ACS TradeOne MarketingSalesforcePaid
Reports mutual fund sales and client activity in Salesforce Platform with dashboards, reconciliation, commissions, and compliance reporting.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides mutual fund sales reporting and CRM functionality. It presents client activities and sales results through reporting, trend analysis, and interactive dashboards. The listed functions also include transaction reconciliation, wholesaler commission, literature fulfillment, and compliance reporting.
Key capabilities
from the Salesforce AppExchange listingFund sales reporting
Provides reporting on mutual fund sales.
Trend analysis
Provides trend analysis.
Interactive dashboards
Includes interactive dashboards.
Transaction reconciliation
Includes transaction reconciliation.
Wholesaler commission
Includes wholesaler commission.
Literature fulfillment
Includes literature fulfillment.
Compliance reporting
Provides compliance reporting.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«A powerful 360 degree Mutual Fund Sales Reporting and CRM Solution. Gain a competitive edge, lock in current customers and attract new ones with our fund management software. Whether used individually or as a group, our solutions significantly increase your potential to acquire assets. Our Xerox Fund Sales Growth …»
Official marketplace listing
Marketplace
Publisher
Xerox ACS TradeOne Marketing
Updated on marketplace
Facts verified