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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

Highlights

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

Provider Details

Singletrack
London, UK
Founded
2009
Website
Email
Phone
+44 (0)20 3384 0652

We build innovative applications for salesforce.com that make sales and customer service teams more productive.

Pricing Details

Singletrack

$85 USD/user/month