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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

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 #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.