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

By Singletrack

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

$85   USD/user/month
Industries
Financial Services
Business Need
Sales
Analytics
Collaboration
Requires
Platform Cloud

Singletrack delivers a flexible, purpose-built platform, built on Salesforce and fully operational in Lightning, that unifies client engagement, research distribution and deal management for sell-side firms.

  • See how Singletrack delivers data-driven advisory for banks and research providers

Compatibility

Requires
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
Additional Requirements
No extra functionality to Salesforce

App Details

Version
Singletrack CMS/Sellside20252p42 1.796.42
Listed On
07/24/2013
Latest Release
02/12/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Lightning Ready
Editable Code
Multiple Currencies
Salesforce Shield
Salesforce Mobile
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.783.6
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/02/2024

Additional Details

- 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.

Need help?

Singletrack

London, UK

Singletrack has offices in London, Newcastle (Support) and New York. As part of the agreement with Singletrack, support is provided to ensure maximum ROI during implementation and on going and includes training and support to all offices and users.

Support Phone+44 (0)203 384 0652
Other ResourcesTerms & Conditions