SCORE's Management Portal measures every aspect of salesforce productivity. We deliver rankings at every level of the organization based on weighted KPIs, performance against completed daily tasks, and time spent throughout the day on meetings and other activities.

SCORE has automated the process of creating and managing Private Placement Memorandums, Prospectus delivery, Conversion ratios by product and territory, and automated updates for any new filing. The platform also includes integrations with DocuSign for E-Signature and Fulfillment Vendors for paper delivery and tracking.

SCORE's proprietary Spam-Bot Filters continually monitor email activity to maximize penetration ratios and minimize false leads. Engagement is measured through clicks and downloads, not just opens, with instant notification to the salesforce. All emails are tracked and reviewed to deliver constant metrics on best practices and trending topics.

SCORE's Meeting Calendar tracks and measures every aspect of Firm and Due Diligence Meetings including Speakers, Venues, Presentations, Costs, and Revenue. Meeting ROIs are calculataed to assist in prioritizing future meetings, identifying success factors, and limiting unproductive or repeat invitations.

SCORE's proprietary rules engine manages every aspect of fulfillment from conception to FINRA approval. Approvals are tracked at multiple levels including firm specific rules, state variations, differences based on firm type, client version approvals with FINRA letter support, and the ability to publish instantly to all websites and emails. new versions automatically replace all existing and previously sent materials.

SCORE's Online Portals help your company instantly create a fully integrated, online sales, due diligence and operations solution that is designed to augment a traditional wholesale delivery model. Our unique portal design provides a custom engagement environment that differentiates product providers and more closely resembles the way in which Advisors, and their clients, consume information every day.

SCORE's Asset Pipeline provide a direct line of communication between sales and acquisition. Sales pipelines let the asset management team forecast purchase. Asset Pipelines let the sales teams know what assets are closing and when to create a sense of urgency with Advisors and their clients.

SCORE's fully integrated expense tracking system allows sales management to create and oversee budgets at numerous levels including territory, firm, advisor, and product. Tracking of cumulative spending allows for instant compliance oversight and restrictions on overspending, while ROI calculations are available at every level of the sales process to instantly determine and recommend future allocations.