Real-Life Sales Solutions
Just as you base your advice on the needs of your clients, we develop our software products based on your needs and suggestions. The result? The best investment sales software on the market. Globe Interactive is committed to serving professionals within the financial services industry and continually reinforcing the value that you provide to your clients - professional advice combined with high quality, unbiased information that your clients can't get anywhere else.

Find the Best Funds for Your Clients
Simple to use, but powerful enough to please the most demanding analyst, the research features in Globe HySales let you sort and filter on over 200 data items to find the most suitable funds for your clients. Plus, Globe HySales is the only software product that offers data back to each security's inception - back to the 1920's! Show your clients the entire history of a fund or index, illustrate past volatile markets and show the overall growth of the market. Your clients will be amazed by all the information you can provide to them.

 
Find suitable funds for your client based on over 200 data items.

Have It Your Way

Because everyone does business just a little bit differently, Globe HySales gives you the flexibility to customize it to your needs! Choose your own default settings for the hypotheticals you create. Decide which columns you want in the spreadsheet and the order in which you want them to appear. Control the display font in the spreadsheet for easier viewing. You can even decide which information appears on your printed reports.

Create A Sense of Urgency

Reinforce Your Recommendations. Red bars represent the recommended plan, while yellow bars highlight the shortfall of the clients' current investment plan.

Close The Sale With Persuasive Graphs
Numbers and reports are useful, but a graph showing a recommended fund outperforming a well-known index is even more persuasive. Using Globe HySales, you can create compelling 2-D or 3-D graphs including line, bar, stacked bar, pie, mountain and risk/reward scatter charts. You can even show a portfolio comprised of an unlimited number of mutual funds and indexes - all in the same illustration. These graphs will impress your clients, but more importantly, the graphs will show your clients exactly how your recommendations match their investment objectives and help you close the sale.

With Globe HySales You Can:

• Save time - create hypothetical illustrations and reports in seconds

• Save personal client information and the illustrations you create in electronic client files for future reference

• Construct realistic investment portfolios for an unlimited number of funds with different start dates, investment amounts, and investment and withdrawal schemes.

• Check out the tax consequences of investing in particular funds with actual income and capital gain payout histories

• Use the Peer Group Graphs to see how a fund stacks up to its peers and demonstrate performance consistency to your clients

• Find suitable investments for your clients by filtering on over 200 data items, including performance, charges and expenses, risk statistics, investment category, portfolio composition and more!

• Present easily-understood, industry-compliant presentations to your clients

• Review the risk/reward trade-offs of any mutual fund on the scatter chart

  

• Impress your clients with illustrations and reports that can be printed in colour

• Use advanced features such as rebalancing and transfers to mimic 'real-life' investment plans

• Mix investment types in illustrations and reports

• Benchmark funds against more than 160 market indexes

• Analyze a fund's behavior with returns-based style analysis provided by Ibbotson Associates