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Kyloe Salesforce for Asset Management

By Kyloe Digital

Customer Engagement Solutions Without Compromise

No Ratings
Starting at $60,000   USD/company/year
Industries
Financial Services
Business Need
Sales
Productivity
Customer Service
Requires
Sales Cloud

We build world-class turnkey customer engagement solutions for Institutional and Intermediary Asset Managers, powered by the Salesforce platform. Built from the experience of 50+ implementations with asset managers of all sizes.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
Kyloe AM Sales & Assets/ksa Botanica v1.17 1.17.0
Listed On
11/13/2020
Latest Release
05/17/2024
Supported 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.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
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
Person Accounts
Salesforce Shield
Managed Package
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 17
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 3
App Builder: 0
Community Builder: 0
Languages
English

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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/12/2020

Additional Details

Kyloe provides end-to-end "Asset Management in-a-box" solutions for Institutional and Intermediary Asset Managers. Select Features for Intermediary --National Account Selling Agreement Pipeline Management --Firm/Office/Teams hierarchy --Sales and Asset Analytics --Market Share and Whitespace insights --Trip planning --Sales Collateral Management --Segmentation and tempo tracking --Zone/Territory Management Select features for Institutional --Client, Prospect and Consultant 360 --RFP, DDQ management --Pipeline Management and Redemption Management --Client On-boarding and New Account Opening --Consultant Coverage and Ratings Tracking --Competitor Tracking --Service Request Management --Sales Collateral Management --Zone/Territory Management We also offer pre-built integrations and integration templates for many industry leading data providers, reducing or eliminating the need to build and maintain custom integrations: --Pre-built integrations: eVestment, Money Market Directories (MMD), and Broadridge. --Reusable integration templates for other platforms

Need help?

Kyloe Digital

New York, NY, United States

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