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Analyzing Sales Data to Increase Assets

The following article titled, “10 ways to use sales data to increase revenue,  Tips on using data to identify better sales leads, optimize wholesaler productivity, and stay ahead of the news” recently appeared in the June 25, 2018 edition of Fund Action: As an asset manager, if you are not proactively using sales data as […]

New DCIO Reporting Available

Historically, the DCIO channel has proven to be one of the most difficult as it relates to easily reporting transactional data.    Due to a lack of standardization by DCIO record-keepers, this disparate data has been a challenge to fully integrate into existing sales reporting systems. Over the past year, we have been working towards […]