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Market Builders - MMD Integration for Institutional Asset Managers

By Market Builders Inc.

Ability to store ALL of the S&P Money Market Directory data in Salesforce

Starting at $2,000   USD/user/one-time payment
Industries
Financial Services
Business Need
Sales Intelligence

Market Builders - MMD provides 29 custom objects that allow a company to store ALL of the data on Plan Sponsors and Financial Consultants provided by the S&P MMD database. Certified as Lightning Ready. Works with Sales & Service Clouds and FSC.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Additional Requirements
No additional system requirements

App Details

Version
Market Builders - MMD/June 09 1.5.0
Listed On
09/30/2008
Latest Release
03/03/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 37
Custom Tabs: 17
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Additional Details

PROSPECTING: Find "best fit" Plan Sponsors based on investment criteria and geography Manage mass marketing programs to prospects and consultants COMPETITIVE ANALYSIS: Search for Investment Managers servicing clients by type, by area, by product Find Plan Sponsors using Investment Managers you want to target CONSULTANT RELATIONS: Conduct searches for "best fit" Consultants Find Sponsors using a specific Consultant Conduct marketing programs for your product/service offerings Market Builders MMD application has been built in order to allow a data store of the Standard & Poor's Money Market Directory Pensionscope database. MMD sells this data and we have designed the custom objects, tabs and fields to store it all in salesforce.com. This allows clients to use the salesforce.com integrated reporting tool to create custom reports and searches against the MMD data as well as have a hot link to the MMD Web Access product.

Need help?

Market Builders Inc.

Corona Del Mar, CA

Support Phone617-645-0540
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