Conduent Fund Solutions: Mutual Fund Sales Reporting

Our suite of out-of-the-box Software as a Service (SaaS) mutual fund solutions enables investment management companies to leverage world-class expertise, processes and technology, and reach new heights in today’s competitive environment.

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Gain an Edge in Today’s Market

Whether you struggle with gathering data from multiple sources, inadequate mutual fund sales reporting or empowering sales teams to grow the business, we offer a full scope of services at your fingertips to maximize your potential. Our Fund Solutions suite includes:

  • Data Management Solution – Simplify, optimize, inform with our powerful data engine that’s coupled with a robust business intelligence tool.
  • CRM Solution – Empower, communicate, succeed with either of our industry-leading software systems to integrate financial activity with client relationship management tools. We’re partnered with both and Infor (formerly known as SalesLogix) to offer you a choice in the technology behind your solution.

Working with us, you’ll gain much more than a vendor — we’re a business partner focused on helping you succeed and grow.

Mutual Fund Sales Reporting Resources