Kyloe Salesforce for Asset Management

Kyloe provides end-to-end "Asset Management in-a-box" solutions for Institutional and Intermediary Asset Managers.

Select Features for Intermediary

• -National Account Selling Agreement Pipeline Management
• -Firm/Office/Teams hierarchy
• -Sales and Asset Analytics
• -Market Share and Whitespace insights
• -Trip planning
• -Sales Collateral Management
• -Segmentation and tempo tracking
• -Zone/Territory Management

Select features for Institutional

• -Client, Prospect and Consultant 360
• -RFP, DDQ management
• -Pipeline Management and Redemption Management
• -Client On-boarding and New Account Opening
• -Consultant Coverage and Ratings Tracking
• -Competitor Tracking
• -Service Request Management
• -Sales Collateral Management
• -Zone/Territory Management

We also offer pre-built integrations and integration templates for many industry leading data providers, reducing or eliminating the need to build and maintain custom integrations:

• -Pre-built integrations: eVestment, Money Market Directories (MMD), and Broadridge.
• -Reusable integration templates for other platforms