MARS Product Suite for CRM
The MARS product suite is a proven customer relationship management (CRM) solution for financial services companies. MARS can function as a tightly integrated enterprise-wide solution or as individual modules to serve specific business needs. The full product suite includes: - CRM/Contact and...
Salesforce CRM Integration
The MARS-Salesforce® CRM integration leverages the benefits of the MARS Sales system, such as sophisticated channel & territory management, to enhance the value of SalesForce® CRM. We provide both an “out-of-the-box” two-way real-time data integration with the Salesforce® CRM or, based on our...
MARS Mobile App
The innovative features of of our mobile apps provide our clients with a competitive advantage by providing advanced analytics and data visualization to gain unprecedented business insights so that sales teams can more readily find new actionable business opportunities. Our IntelliMARS mobile app...
Compliance Management Solution
With the MARS Compliance solution your firm can rest assured that you have the tools to properly oversee fund and prospectus compliance as well as to identify situations where potentially improper trading may be occurring. MARS provides comprehensive tools for fund and prospectus...
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