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Data Stewardship and Enrichment Drive growth with accurate, enriched data so teams focus on selling, not cleanup. MARS 22c-2 Compliance Automate frequent trader monitoring and anti-money laundering oversight to meet 22c-2 compliance requirements with integrated audit readiness. imea podcast Advisor Teams – Enhancing Distribution Strategies SFS has been a long-time partner firm of the Investment Management Education Alliance (IMEA) and we recently had an opportunity to discuss our Advisor Team data set with Executive Director, Kimber Lintz. Listen Now Get In Touch proven in production Powering Modern Distribution at Scale Trillion $ 0 In AUM managed by firms that rely on SFS as their foundation for distribution data, compliance oversight, and sales intelligence. Million 0 Client transactions processed, standardized, and connected into advisor-level reporting and territory analytics. Thousand 0 Advisors and advisor teams continuously maintained across intermediary distribution channels, active firms, broker-dealers, and home offices. Transform sales and asset data from all sales channels into business insights that facilitate operations, identify opportunities and drive new sales. Learn More the mars platform Sales analytics for Asset Management mobile platform Advisor Intelligence on the Move Provide field teams and wholesalers with real-time advisor and team intelligence, nearby opportunity mapping, and data-driven coverage support for every meeting. Learn More OUR BLOGS Recently Published In-house distribution data management: Build or partner? Read More SalesFocus Solutions Introduces MARS AI™ to Help ETF Providers Gain a More Complete Understanding of Advisor Engagement, ETF Sales Activity, and Growth Opportunities Read More Is Your Asset Management Distribution Data Ready for Mainstream Alternative Investments? Read More A Master Data Management Solution for Distribution Business Needs Read More Entity Data Mastering Solution: Eliminate Data Fragmentation in Asset Management Read More Comprehensive Data Distribution Analytics and Reporting Platform: Is Your Service Provider Delivering? Read More Vendor Accountability in Financial Services: Are Broken Promises Costing You? Read More Vendor Responsiveness is Critical for Your Business Growth Read More One-Size-Fits-All Sales Reporting: Is It Hurting Your Firm? Read More AccuPoint & SFS Launch TeamIQ: The Most Comprehensive Advisor Team Data Solution Read More Is Your Sales Reporting System Keeping Up with Your Business Growth? Read More How Asset Management Firms Can Leverage Intergenerational Wealth Transfer and Technology for Growth Read More © 2026 SFS. All Rights Reserved. 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