What's New

If you have used earlier versions of SalesConnect, the first thing you'll notice is that this version looks completely different! We have completely redesigned and reorganized the interface, to try to bring the things you most care about to the forefront.

Read on to learn more about key changes.

• Streamlined dashboardsThe dashboard is the first page you see when you log into SalesConnect. It provides an overview of summary information related to trades and assets. replace the many-tabbed Home View page. Your new dashboardThe dashboard is the first page you see when you log into SalesConnect. It provides an overview of summary information related to trades and assets. provides a simplified and focused view of the most important information for you. All of the information that was available on the old Home View tabs is still available, but you will probably select a dashboard element, a menu option, or a link in the sitemap to access it now. See Getting Started for more information about working with dashboards and navigation in SalesConnect. See Finding Pages in the New SalesConnect for assistance finding pages based on how you used to get there.
• Search pages related to connections—firms, officesAn office is a connection in the intermediary business hierarchy, an organization subordinate to a broker/dealer firm. Offices are also sometimes referred to as "branches'; institutional firms have branches in SalesConnect. An office is affiliated with a single broker/dealer firm, and may have one or more reps directly affiliated with it. An office may have associated office contacts, as well. Possibly the most critical information you can track for offices are aliases, also known as trading IDs. Aliases are the IDs that associate transactions with each office. If you need to write queries or reports: The primary data for offices is stored in the Office table. Information about office trading IDs is stored in the Office Alias table., repsA rep is perhaps the most important contact connection in the intermediary business hierarchy. Each rep is an individual who sells funds and is affiliated with an office (and through the office, with a broker/dealer firm). Reps may also be referred to as "financial advisors." Possibly the most critical information you can track for reps are aliases, also known as trading IDs. Aliases are the IDs that associate transactions and assets with each rep. If you need to write queries or reports: The primary data for reps is stored in the Contact and Rep Profile tables. The Rep Alias table stores trading IDs associated with reps., and contactsAny individual person tracked in SalesConnect is a contact, which is one type of connection. So, reps, firm contacts, and office contacts—are all contacts. Partnerships and teams are also treated as contacts in SalesConnect, because you usually need to work with them in the same ways. of all types—have been completely redesigned and centralized. A single search page for contacts provides access to tools for creating new searches as well as those for accessing saved searches and using new or saved queriesA query is a special type of saved search for connections or other data in SalesConnect, created with a SalesConnect query tool rather than a standard search page. When you create a query, you select query criteria based on familiar field names from the interface; the criteria you specify are transformed behind the scenes into the appropriate SQL statements.. These search tools can be used to find any type of contact connectionConnections are entities; they're the different types of companies and individuals you may need to track. SalesConnect is set up to display information about the types of connections you care about, based on the roles to which you are assigned.; you no longer have to use search pages dedicated to the type of contact you want to find. You can still limit the search to a particular type of contact or rep; just select the types you want in the Snapshots field on the Contact Search page. Similar search pages provide the same tools for master firmsA master firm is a connection associated with intermediary business, an optional top-level organization in the intermediary asset management hierarchy, one step above broker/dealer firms. Each master firm may have one or more firms affiliated with it, and through these firms, may also have affiliations with offices and reps. A master firm may have associated master firm contacts, as well. If you need to write queries or reports: The primary data for master firms is stored in the Master Firm table., firms, and offices. See Searching for Connections for instructions.
• PersonasA persona is an interface set of menus and dashboard or home view that was designed for a single set of operators who share goals, skills, attitude and behavior patterns. Each persona's interface displays only the content and tools that are relevant for that group. provide a less cluttered interface for sets of operators who share goals, skills, attitudes, and behavior patterns. Each persona's standard view displays only the relevant menus and tools, providing for a focused interface that should be simpler to use. If you have access to more than one persona, you can switch between them using the Personas option on the Welcome menu. See About Security Rules, Roles, and Personas to learn more.
• A new link bar on detail pages links to other information sources—like Google and FINRA—for each connection. See Review other information for a connection for more details.
• You no longer need to resize table columns to show all of their contents; now, columns automatically resize to display the included contents. You can still choose which columns to show and choose their order. See Table Tips for more.
• Streamlined Help that makes it easier to search for the answers you need.