Download the SalesPage Broker/Dealer product brochure.
Download the SalesPage white paper, Advisor Relationship Management (ARM): Identify, Recruit and Retain the Right Advisors.
SalesPage identifies the unique relationship management strategy required for the broker-dealer industry as Advisor Relationship Management (ARM).Just as Customer Relationship Management (CRM) is intended to continually improve relationships with customers, ARM is intended to continually improve relationships with advisors.
“We are committed to maintaining our distinction as a service leader, and we rely heavily on SalesPage Broker/Dealer to deliver the white-glove, concierge service our Advisors deserve. SalesPage allows our team to track responsiveness, cut down on repeat calls, measure first-call resolution, and ensure that every service request is handled by the right associate.”
Michael Hamm
Vice President, Partner Support & Technology Consulting
Hosted or On-Premise
SalesPage Live: Hosted Advisor Relationship Management for Independent Broker-Dealers
SalesPage Live provides the targeted SalesPage Broker/Dealer Advisor Relationship Management software as a LIVE, hosted, on-demand, software-as-a-service solution.
Make Advisor Relationship Management Easy
With SalesPage Live, SalesPage Broker/Dealer is an Advisor Relationship Management solution that is easy to use, access and implement; it provides your staff with one centralized place for all of their advisor information, and all the tools they need to manage crucial processes and record activities. Don't waste any more time logging into multiple systems or performing duplicate data entry. Give your staff more time and a better way to provide the renowned personal service that your advisors deserve.
Leverage the Platform That Works for You—SalesPage Live or On-Premise
SalesPage offers SalesPage Broker/Dealer Advisor Relationship Management software both as an on-premise, installed solution and as a hosted solution using our SalesPage Live platform. If you’re working to grow your firm and improve operations, but aren’t ready to take a solution in-house, you can take advantage of our hosted solution. It’s easy—you lease the standard version of our software (for a monthly fee) and enjoy a system that is already configured to industry specifications. SalesPage Broker/Dealer via SalesPage Live is offered as a complete enterprise solution or by module (Recruiting or Service & Support), so your staff will get exactly what they need without being overwhelmed by features that they may not use.
See how SalesPage Broker/Dealer via SalesPage Live can work for you!
Request a demo or contact us for more information. We look forward to demonstrating how our easy-to-use solution will help your firm provide more effective personalized service.
Broker/Dealer: Reporting and Analytics
Request a Demo
