Marketrax
Marketrax is a sales and marketing business-intelligence tool designed to convert the financial-transaction data stored in your Unitrax® environment into a powerful, user-defined resource that can help you make the right business decisions.
Marketrax is a web-based tool that provides timely and easily accessible information to your sales team, whether they’re in the office or on the road. It makes information available for all standard transaction types within Unitrax. This information can be tracked according to:
- Dealer
- Representative
- Region
- Province
- City
- Regional sales manager
- Wholesale region
- Fund
- Branch
- Fund group
In addition, Marketrax can be used to search for information according to user-defined criteria, and then present that information in a flexible, customized manner. For example, information can be presented according to a variety of time periods, from daily to yearly.
Marketrax includes additional features as well. You can summarize information based on a particular representative or individual fund, or both. You can also rank that information according to purchases, redemptions, net sales, assets, net transfers or momentum. With Marketrax, fund companies can release the full potential of their sales information – and identify both problem areas and success stories.
