ACS’ Broker/Dealer Solution

An abundance of distribution channels makes mutual fund sales reporting more complicated than ever. The Broker/Dealer Solution, a powerful tool from ACS, helps companies manage key operational tasks, including transaction reconciliation, omnibus detail reporting, wholesaler commission, literature fulfillment, comprehensive sales reporting, compliance workflow and reporting and trend analysis, among others.

ACS’ Broker/Dealer Solution accepts data feeds from major Transfer Agents, Variable Annuity Providers and Omnibus Data. In addition, it provides a comprehensive list of flexible views and reports. Bundle the Broker/Dealer Solution with our CRM solutions to experience one of the market’s most comprehensive, end-to-end packages.

ACS’ Broker/dealer CRM provides all the benefits of the robust broker/dealer solution while adding customer contact capabilities, including calendaring, scheduling, meetings, and follow-up. For more information on ACS’ CRM Solutions, click here.

ACS’ Mobile Solution

Today’s busy wholesalers need tools that provide immediate, tangible productivity in numerous areas, from contact management to sales reporting. ACS enables BlackBerry® users to optimize their productivity and efficiency by delivering CRM data to their mobile device.

ACS’ mobile solutions provide a single source for email, calendaring, office tools, and transactional data. They enable wholesalers to make the most of their time and information, and are built for convenience by integrating seamlessly with the entire suite of ACS products.

Features

Features of ACS' Mobile Solution include:

• Works with RIMs Blackberry OS software or Microsoft’s Windows Mobile OS
• Full graphical calendaring capability
• Representative, branch and firm contact information
• Purchase, redemption, net sales and assets
• Representative activity management
• Call, meeting, and to-do tracking with notes
• Direct connectivity to ACS’ Investment Advisor and Broker/Dealer solutions

Links

• Home Page: www.acs-inc.com/fss
• ACS Financial: www.acs-financial.net

About ACS

ACS, a global FORTUNE 500 company with 60,000 people supporting client operations reaching more than 100 countries, provides business process outsourcing and information technology solutions to world-class commercial and government clients. ACS financial and securities services enable financial institutions to gather, analyze, and track financial data to lock in current customers and attract new ones. ACS solutions consolidate data and provide a clear picture of an organization’s relationship with its customers. At the same time, ACS helps companies accumulate—in a single, easy-to-access database—customer service information that fosters customer loyalty.
ACS delivers a hosted, out-of-the-box solutions suite that enables clients to:

• Report firm, branch, and rep-level activity
• Track purchases, redemptions, and assets
• Access Omnibus data
• Manage compliance reporting
• Compensate wholesalers
• Integrate sales and marketing data with CRM
• Access supermarket trading history and daily transactional flows