“SalesPage Technologies' history of MFAC sponsorship, along with their technology leadership in the industry, made them an ideal partner for our CRM needs. SalesPage's software and support provides us with the necessary tools to improve our fundraising and awareness efforts, and enhances our outreach to the financial industry.”
Frank Strauss
Founder and Chairman
Relationship Management
SalesPage Broker/Dealer empowers you to succeed in managing relationships with advisors by providing immediate access to vital information. The entire life cycle of your interactions with an advisor— the recruiting process, the transition stage, service contacts —is documented in a single, consolidated, easy-to-use solution.
Manage Advisor Interactions
Monitor and develop each relationship based on your role within the organization. Manage your brand and customize your interactions, from the recruiting stage through the transition process, and on to the long-term affiliation with the advisor. Facilitate and track communications via mail, e-mail and fax, right from the advisor record.
Manage Advisor / Account Information
Maintain a 360-degree view of your advisors. Bring together data from your multiple systems, data feeds, and 3rd party providers. Quickly access details related to activities, compliance, issues, accounts, continuing education, conferences and more from the advisor detail view. Engage teams in long-term advisor management and maximize the value of the relationship.
Search and Query
Effortlessly access a wide variety of data using one of several search options. Use links in search result sets to quickly display detailed information. Easily print or export data from any search results set, or use the results set to send e-mails to large groups of people, generate customized communication, send literature and schedule calendar activities.
Track Activities for Individuals or Groups of Advisors
Create and manage activities with the SalesPage calendar. View, schedule and review activities for yourself and others. Use automated scheduling, associate activities directly with advisors, firms, issues, and more. Automatically schedule initial and follow-up activities; drive resolution by monitoring overdue activities.
SalesPage Broker/Dealer
Broker/Dealer: Marketing Automation
