Master your data with proven validation, quality assurance and transformation for Financial Services.
Choose the Financial Services CRM/data management tools chosen by leading U.S. Mutual Funds companies.
In the cloud as a hosted solution or on your network; choose the SalesPage option that's right for you.
Supplement your primary SalesPage solution or provide a standalone option for field personnel.
SalesPage DataCenter for Managing Data
A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.
SalesPage Financial for Managing Relationships
A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.
In the Cloud or Not: SalesPage Your Way
Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.
SalesPage was simply the best choice...
Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners
From The Blog
My morning news feed always has a headline or two regarding big data. Many asset managers rely on multiple third-party FOR (firm/office/rep) data sources—SalesConnect, Discovery, Meridian IQ, RIA Database, and others—as supplements to the data in their CRM and marketing systems. The more sources that are employed, the bigger the big data gets. This additional level of complexity brings with it new questions and hurdles to overcome.
I am thrilled to announce that Ivy Distributors has joined the SalesPage Client Community. Every time we add another investment management firm to our community, they help improve our SalesPage offerings and value to our entire client base. We appreciate all of the support we received from many of our existing clients as Ivy moved through this decision-making process! For more details on why Ivy selected SalesPage and the services we will be providing please read the attached press release.
I am pleased to share some exciting news – SalesPage has officially launched SalesPage 6. This latest version represents a significant evolution in SalesPage products and provides asset managers with a distinct advantage in managing their distribution efforts. I’d like to highlight some existing features of SalesPage, now combined with new elements of SalesPage 6, which together deliver the ideal solution for asset managers.