SalesPage DataCenter for Managing Data

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.

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SalesPage Financial for Managing Relationships

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.

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In the Cloud or Not: SalesPage Your Way

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.

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left-quote SalesPage was simply the best choice... right-quote

Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners

Industry Associations

NICSA Logo

SalesPage is a long-standing national corporate member of NICSA.

Mutual Fund Education Alliance

SalesPage is a corporate partner of MFEA.

On Course Advisors

SalesPage is a partner of CRM Forum, a biannual forum facilitated by On Course Advisors, a CRM advisory firm.

From The Blog

Big Data, Best Sources, Getting Data Right

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.

SalesPage Welcomes Ivy Distributors to Our Client Community!

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.

New Version of SalesPage to Revolutionize How Asset Managers Work

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.

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