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+442075513000	EMEA
+65 6438 1144	APAC

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

Distributed Marketing Solution

Centralize and automate marketing campaigns

Control your brand and ensure compliance with a Distributed Marketing Solution for centralized home office marketing departments. Establish parameters for field-driven sales teams to customize marketing programs.

Increase efficiencies and enhance compliance and brand controls

Centralize sales and marketing communications in a single platform that can be customized by local agents with parameters and brand controls set by the home office.

Download and Ad Builder Tools

Collateral and Fulfillment Programs

Email and
Direct Mail Communications

Digital Programs

Automation Modules

Data Source Integrations

Everything you need to grow your business is a click away

A user-friendly dashboard allows for easy navigation across our modules. The dashboard is fully customizable to meet the needs of your growing business.

Learn More About Our Distributed Marketing Solution

A Comprehensive, Integrated Platform

Configurable core technology – less custom development
Robust roles and permissions align each user to only the programs, content, messages and more, specific to their job function

Intuitive tagging language
Extensive administrative tools
Integrated analytics on audience demographics, engagement, behavior flow, page performance and real-time user statistics

See Product Specifications

Schedule a demo

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15(c) Board Reporting

22c-2 Compliance

Advisor Resource Center

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Continuing Education

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Document Composition

EDGARForms

Enhanced Packaging

Enhanced Proxy Design

Equity Trade Processing

ESG Advisory Services

Expense Management and Fee Validation

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Securities Class Action Services

Global SWIFT Services

Global Tax Reclaim and State Tax Reporting

Intelligent Prospecting

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Newsletters

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery and Postal Optimization

Print Marketing

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

Wealth Insight Services

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