Sales Tools
Sales Report Tools
Our reports are so intuitive and usefull, they are just as much sales tools as they are sales reports. Reports are filterable by sales year or date range, fund, dealer code, advisor code, city and even geographical area.
Reports Available
- Management Reports
- Managements Stats
- YTD Sales/Redemption reporting
- Includes pending trades
- Breakdown by dealer & average ticket size
- Purchase source details (ie PAD/Subscription/Payroll/ etc..)
- Excel exportability
- Top Dealers List
- Top Advisors List
- Sales Reports
- Sales/Redemptions
- Compare sales over 2 years by dollar, units or client count
- Breakdown by Class (IDA vs MFD vs CU, etc...)
- Breakdown by Dealer and Advisor
- Forcast maturity reporting/analysis
- Sales Trends
- Track sales over a 3 year comparison
- View assets under management
- Breakdown by Advisor
- Advisor's Client Listing
- FundSERV Order Tracking
- Daily Trades
- Plan Type Summary
- Client / Account Count
- Pending Cash Transfers
- Advisor Maps
- Accounting Reports
- Fund Totals
- Redemption Batches
- Bank Statement
- Bank Deposit
- Advisor Contact Management
- Store Contact Information
- Advisor Management
- Send Mass Email to Advisors
- View Client Listing Reports
- Maturity Reports by Adviros
Web-enabled Reports
All reports are available through the web 24/7 and can be downloaded and printed via the PDF format.
Rapid High Level Management Reports
Excutive level reporting is as simple as clicking a button, with results in an easy to follow format broken down by sales channels.
Drilldown Sales/Redemptions Reports
Our drilldown Sales / Redemptions report is fantastic for your sales people. With this sales tool you can pin point trends as they are happening.
Accounting Reports
Our accounting reports will help your staff code trades accurately and quickly.