Navatar Institutional Desk (NID) enables Sell-Side institutions to optimize their client relationships to improve sales, and increase the number of commission paying accounts by integrating and coordinating the efforts of Research, Sales, and Trading.
Comprehensive functionality for an Equity Capital Markets Firm View all customer’s transactions and holdings Track customer’s investments in different private companies Manage research reports and track entitlements Manage process to take private company to an IPO Create lists based on research interests Track participation in different events Track relationships between customers
Built on the Leading On-Demand platform from SalesForce.com Real-time reports and dashboards empower your business to make better decisions Instant global deployment for offline and online use Award-winning ease of use results in widespread adoption Completely integrated with Microsoft Outlook Complete access from PDAs
