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#1 Client Relationship and Data-Driven Advisory Platform for Capital Markets

Built to maximise client revenue for the sell side of capital markets

Overview

See How #1 Client Relationship and Data-Driven Advisory Platform for Capital Markets Works

  • BUILT FOR CAPITAL MARKETS REQUIREMENTS Capital markets firms lose millions in revenue opportunities and risk compliance issues using generic solutions. Singletrack is designed to deliver ROI for investment banks, Independent Research Providers (IRPs) and

  • MODULAR SOLUTION TO MATCH UNIQUE BUSINESS MODELS While other finance-focused platforms offer rigid workflows, Singletrack’s flexible platform adapts to changing requirements, adjusts to your workflows, automates manual tasks and enables you to immediately

  • COMPLIANT FOR THE CAPITAL MARKETS INDUSTRY Built from capital markets expertise, Singletrack unifies research distribution, client engagement, and deal management to leverage deep insights, all while enforcing visibility management, providing proof of com

- Singletrack incorporates advanced data analysis tools that provide the intelligence to monitor, manage and plan revenue generating activities on a fully coordinated, cross-departmental basis. - The system employs powerful tools for research distribution and consumption monitoring, and maintains the records required to ensure that all activities can be fully monetised and logged for compliance. - Singletrack is designed for maximum flexibility; individual customisation enables firms to capitalise upon their preferred methods of working and build their own, distinct competitive advantage. - Built on the proven Salesforce platform, but with an intuitive interface that reflects industry workflows, Singletrack integrates with different functions and data sources in a seamless way, enabling professionals to collaborate and ensure that all sales opportunities are promptly recognised and acted upon.

Categories

Business Needs
Sales
Analytics
Collaboration
Industries
Financial Services
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Salesforce Shield
Managed Package
Salesforce Mobile

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Supported Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese