IntelliMARS vs MobileIron Centaur

Key Features and Benefits: • Get a 360-degree view of Firms, Offices, and Advisors and track all communication history with an Advisor. • Ability to dynamically drill down into graphical views of specific market segments, product sales, and business relationships such as the performance of Firms, Offices, Reps, and Accounts. • Gain visibility across distribution channels, product lines, and geographic territories. • Manage CRM activities. Schedule calls, meetings, activities, and update contacts • Ensure your sales organization is better prepared for each meeting, is more efficient in identifying the right opportunities, and is more effective during each sales call. • View current market share and competitive analysis information. • Gain insights into potential sales opportunities, reveal hidden trends, patterns, and outliers instantly • Answer questions and address concerns - right on the spot • Analyze sales and asset trends • Identify top producers and cross-selling opportunities • View Exchange Traded Funds (ETF) reporting • View Executive and Wholesaler Trend Reporting Salesforce Integration: • Achieve single sign-on between Salesforce and IntelliMARS, and integrate CRM activities like events, tasks, emails, and notes. • Track tasks, events, and emails efficiently with a clear dashboard showing past, present, and upcoming activities. • Utilize the Global Search feature to search for Opportunities, Leads, Campaigns, Products, Users, Tasks, Events, Offices, Notes, Emails, and Reps. • Leverage redesigned profiles with additional metrics, customizable sub-menus, app themes, and user-driven custom sections. • Efficiently manage Rep updates, Contacts, and Accounts with new fields and enhanced organizational structure. Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your organization. This application is not suitable for private users.

MobileIron Centaur for iOS mobile application provides secure connectivity over SSL to business applications and data from anywhere. Using MobileIron Centaur, together with MobileIron’s Core and Sentry, your iOS mobile applications can access protected corporate data and content behind a firewall through a secure connection. Best of all, access to data is quick and seamless for employees because certificates and configuration settings are automatically provisioned by the IT administrator behind the scenes. MOBILEIRON CENTAUR FEATURES: Secure connectivity on iOS devices using SSL to MobileIron Sentry Enables Single Sign On Any App Store App can use MobileIron Centaur Use Safari to access applications behind a firewall Internal corporate links in native iOS emails can automatically be opened in Safari Direct certificate authentication to internal corporate applications REQUIREMENTS: MobileIron Centaur requires use of MobileIron Core (9.6) and MobileIron Sentry (8.5+). Please consult with your company's Mobile IT organization before downloading this app. MobileIron Centaur will not operate without the required MobileIron infrastructure.