MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Conduent Fund Sales Growth

By Xerox ACS TradeOne Marketing

Grow Assets, Increase Profitability and Reduce Operating Expenses.

No Ratings
$0   USD/user/year
Try It
Business Need
Sales

Multiple distribution channels make mutual fund sales reporting more complex than ever. We offer an industry-tailored, out-of-the-box fund sales reporting software solution that integrates seamlessly with Salesforce.com

Highlights

Comprehensive Sales Reporting. Trend Analysis. 360 Degree Fund Management Platform.

Interactive Dashboards. Transaction Reconciliation. Trend Analysis.

Wholesaler Commission. Literature Fulfillment. Compliance Reporting.

Provider Details

Xerox ACS TradeOne Marketing

Pricing Details

Please contact us to discuss a industry tailored Mutual Fund solution and demo of the product.

Default Plan

$0 USD/user/year

Free trial available for 30 days