Leveraging core features of DST's industry-leading SalesConnect platform, SalesConnect Alpha enables smaller firms to take advantage of many services used by many of the industry's largest fund companies. SalesConnect Alpha contains a subset of features available in the enterprise-level version of SalesConnect.

Relying on DST's proprietary database and associated automation that has been reconciling trades and assets to the right advisors for 10 years, SalesConnect Alpha delivers high levels of accuracy to the trade resolution process, along with robust sales reporting at an affordable price.

"Many of the individuals leading these companies were, or still are, portfolio managers who consistently generated performance alpha for the investment products they managed," says Rick Niedt, Director of Distributor Technologies for DST. "Now that they're focused on growing their own companies, they need tools that make it easier for them to identify and focus on the best asset-gathering opportunities so they can outperform their competition."

DST's database contains information on more than 400,000 advisors and one million trading codes, and is continually updated with broker-dealer firm changes. SalesConnect Alpha's reporting suite is fed by clean data from the proprietary database, yielding valuable intelligence for sales and marketing efforts at the firm, office, rep, fund, and territory level.
"The beauty of SalesConnect Alpha is its right-solution-for-right-now approach," says Niedt.

"Its price point makes it affordable, and the fact that it is part of the extensible SalesConnect platform means that as business grows, asset managers can take advantage of more of what SalesConnect has to offer without having to implement a new solution."