Actionable Intelligence

What is MARS? MARS (Marketing and Reporting Sales) is a sales and asset reporting platform for the asset management industry for data aggregation, distribution, and visualization. It is designed to process an unlimited amount of data from retail and institutional sales channels in virtually all investment platforms, including mutual funds, ETFs, managed accounts, and insurance products.
For many in the asset management industry, MARS is known as an industry-specific CRM with sales and asset reporting capabilities. That was a good basic description when MARS was first introduced back in 1999 as an industry-specific solution for marketing and reporting sales.
Today, MARS is used by our clients as a platform for data aggregation, data distribution, and advanced data visualization capabilities. Many of our original clients are still with us.

SalesFocus Solutions hosts the MARS product suite for some of the largest and best-known asset management firms in the industry, representing a total of more than $3 trillion in assets under management.

Continuous Upgrades

The evolution of the MARS platform and services is an ongoing process of continuous improvement, guided by a close partnership between clients and dedicated staff. The recent release of MARS Version 9 is a direct result of this collaboration. It includes:

  • Advanced visual analytics.
  • A segmentation engine.
  • An institutional module.
  • Enhanced team reporting.
  • New standardized and automated DCIO/retirement business reporting capabilities.