The MARS Strategic Asset Management system will provide you with strategic analysis capabilities to obtain a deeper understanding of your firm’s asset flows, trends and sales performance:

• Stay on top of asset movements to identify firms and reps exchanging between funds to quickly identify which funds are gaining or losing assets;
• Identify new firms and reps purchasing your funds;
• Identify areas of risk for your business (e.g declining sales trends for firms and reps month over month);

• Identify new business opportunities (e.g. firms and reps with assets, but no recent sales activity);
• Obtain a fund by fund trend analysis to gain strategic insights into fund flows including identifying asset flows into and out of all product to provide you with a broader understanding of trends; and
• Obtain a high-level view of your sales and assets by firms, offices, reps, territories, distribution channels, products and asset classes to identify new sales and cross-selling opportunities.