SalesFocus Solutions Press Releases

Published on February 25, 2025 - 12:00 GMT

Accupoint Partners with SFS to Launch SFS-Accupoint TeamIQ one of the Most Comprehensive Advisor Team Data Solutions

NEW YORK, NY, UNITED STATES, February 25, 2025 /⁨EINPresswire.com⁩/ -- AccuPoint Solutions, an innovative industry data provider with extensive information on Financial Advisors, Insurance Agents, and firms distributing financial and insurance products and services has partnered with SFS, a fintech leader in sales reporting and data analytics, to provide the asset management industry with TeamIQ, one of the most detailed and comprehensive solutions for Advisor Team information. The SFS-AccuPoint TeamIQ …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on November 12, 2024 - 13:00 GMT

SFS PROVIDES A DATA-DRIVEN PLATFORM FOR INTERVAL FUND FIRMS TO IMPROVE ADVISOR ENGAGEMENT AND HELP GROW SUBSCRIPTIONS

LARKSPUR, CA, UNITED STATES, November 12, 2024 /⁨EINPresswire.com⁩/ -- SFS, a fintech leader in sales reporting and data analytics for the asset management industry, enhances data analytics and reporting for Interval Funds through its MARS Platform. Interval funds offer a controlled structure for liquidity, but with this comes the pressure to better understand investor behavior well in advance of each redemption window. This challenge requires Interval Fund managers to have accurate and timely objective …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 29, 2024 - 12:00 GMT

SFS STRENGTHENS MULTI-CUSTODIAN INTEGRATION CAPABILITIES AMID EVOLVING MARKET NEEDS

OVERCOMING MULTI-CUSTODIAN DATA ANALYTICS AND REPORTING CHALLENGES LARKSPUR, CA, UNITED STATES, October 29, 2024 /⁨EINPresswire.com⁩/ -- SFS, a fintech leader in sales reporting and data analytics for the asset management industry, streamlines and unifies data management, reporting, and analytics across multiple custodial relationships. In an increasingly fragmented financial market, asset managers often face the challenge of consolidating sales and asset data from multiple custodians to gain a complete …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on October 15, 2024 - 12:00 GMT

OPTIMAL DATA FROM SFS HELPS ASSET MANAGERS ACHIEVE DATA ACCURACY AND RELIABILITY

Improved Data Quality for Asset Manager's Decision-making and AI LARKSPUR, CA, UNITED STATES, October 15, 2024 /⁨EINPresswire.com⁩/ -- SFS, a fintech leader in sales reporting and data analytics for the asset management industry, provides a competitive edge for asset management firms with its Optimal Data service. SFS’ Optimal Data service eliminates inaccuracies, gaps, and inconsistencies that can arise when integrating data from multiple custodial platforms and transforms raw, unfiltered data into …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

Published on November 7, 2023 - 14:00 GMT

SFS Turns Obligation Into Opportunity Using Intermediary DSA/DSP Data For Distribution Insights And Strategic Advantage

LARKSPUR, CALIFORNIA, UNITED STATES, November 7, 2023 /⁨EINPresswire.com⁩/ -- Contact: Nicole Callies Director of Business Development 414.795.6956 ncallies@sfsmars.com www.sfsmars.com SFS TURNS OBLIGATION INTO OPPORTUNITY LEVERAGING INTERMEDIARY DSA/DSP DATA FOR DISTRIBUTION INSIGHTS AND STRATEGIC ADVANTAGE SFS, a fintech leader in sales reporting and data analytics for the asset management industry, announces a solution for asset management firms now required to receive financial …

Distribution channels: Banking, Finance & Investment Industry, Business & Economy ...

The Newsroom of SalesFocus Solutions

Accupoint Partners with SFS to Launch SFS-Accupoint TeamIQ one of the Most Comprehensive Advisor Team Data Solutions

SFS PROVIDES A DATA-DRIVEN PLATFORM FOR INTERVAL FUND FIRMS TO IMPROVE ADVISOR ENGAGEMENT AND HELP GROW SUBSCRIPTIONS

SFS STRENGTHENS MULTI-CUSTODIAN INTEGRATION CAPABILITIES AMID EVOLVING MARKET NEEDS

OPTIMAL DATA FROM SFS HELPS ASSET MANAGERS ACHIEVE DATA ACCURACY AND RELIABILITY

SFS Turns Obligation Into Opportunity Using Intermediary DSA/DSP Data For Distribution Insights And Strategic Advantage