Data Driven Business Starts HERE

Data, your wholesalers most valuable asset— It has become vital to operationalize data into actionable insights. These insights can meaningfully impact multiple functions, processes, teams, and the entire ecosystem of the Capital Markets Business Value Chain.

Strengthen your data and [center] your focus with centersky

Purpose-Built Technology for Alternative Investment Sponsors

The Centersky fintech team quickly levels the playing field for sponsors, distributors, and capital markets firms. Maximize your ROI with a fully integrated, managed and day to day supported salesforce solution.

Activate your data, streamline your workflows, skyrocket your ROI

Re-invent Business Productivity

Bring together Data and Workflow & take advantage of opportunities presented by data

Alert-centric environment for your wholesalers

Blind Spot Detection

Prospect to Producer Converter

Targeted Nurturing for One Ticket Wonders and Fallen Angels

Conference ROI - Tracking campaigns and attendees activity and sales prior and post campaign

Advisor Intelligence/Big data meets “your data”

Money in Motion

Reps in Motion

Salesforce Marketing Cloud, Pardot & Marketo

E-marketing touches with real time engagement/ranking

AI driven/pre-loaded focus based on automated real time database segmentation

Remove dup’s - CRD driven / one-click to broker check

Gross vs Net Rep Counts based on Licenses sync’d in from FINRA Broker Check and IAPD

Actionable Insights/Data Driven/Insights Driven

Salesforce Mobile app customization voice skills for conversationally updating data & creating tasks

Utilizing technology as a strategic weapon

Are you putting your data to work for you?

2013 Alternative Investment Sponsor Innovation Award Winner

Innovating for your success with integrity, compliance, and excellence since 2006

Centersky, your trusted partner in the Public Non Traded REIT and DST Alternative Investment Markets.