UPCOMING EVENT:
We’re a proud sponsor of TechLeaders: The Broker/Dealer Technology Conference on March 19-21 in Dallas.
Learn more at www.TechLeadersConf.com.
Interested in a free pass to this event? Please e-mail Aric Faber.
“It was our objective to select a partner and a solution that would provide the sales and marketing organization with the tools needed to achieve key business goals in an increasingly complicated environment. In SalesPage Financial, we have found a best-of-breed vendor and a technology platform that will continue to evolve as our business changes.”
Brian Taranto
Chief Administrative Officer
Reporting and Analytics
SalesPage Broker/Dealer provides multiple ways you can effectively extract and review data in your database. These tightly integrated reporting and analytic features help you identify underlying trends, discover new opportunities and perform complex analysis of specific sets of data.
Search
Simple searches can be used to find entities or other information. Whether you're looking for a specific advisor, calendar activity, compliance audit, or support issue, SalesPage Broker/Dealer delivers. Select a single result to view its details, print or export the results, or complete tasks for a selected group—such as sending literature or e-mail, generating custom letters or reassigning tasks.
Query
SalesPage Broker/Dealer's powerful query tools provide more expansive and flexible search options than are available through simple searches, making it easy for you to construct complex data requests that more precisely target the data you're after. Just as with simple searches, you can easily view details for found records, and print export, or complete tasks for some, or all, of the group.
Formal Reports
SalesPage Reports provides seamless integration of SalesPage Broker/Dealer with standard or custom report templates developed with third-party software. A finely tuned relationship between the SalesPage report templates and selected reporting applications gives you accurate and useful information at scheduled times or on demand.
SalesPage Reports offers an intuitive browser interface, multi-format support, the ability to e-mail results, automated report scheduling, security and the ability to create your own reports.
Business Analytics
Use interactive Business Analytic tools to evaluate your firm from every angle. View cubes of data in SalesPage Broker/Dealer using charts and customized reports. Select specific data parameters to refine your analysis, write ad hoc business analytic queries and store queries and reports. Examine data using online analytical processing (OLAP) tools, which provide an easy way to quickly analyze multi-dimensional information. The ability to perform in-depth evaluation of your data gives true meaning to business intelligence.
Work with any and all of your stored information, from recruiting and asset information to continuing education and calendar activity data. Create unlimited views of your data; a convenient drag-and-drop interface lets you add new elements to your analysis, quickly shifting from an advisor-centric report to one that groups recruits by region, territory or type. Review your data from any point of view, including a graphic examination, using available and customizable charts and graphs.
Geographical Analytics
Visually analyze your data based on geographical connections. SalesPage Geographical Analytics uses your data and a mapping utility to make it easy for you to clearly see the geographical relationships between entities. This powerful tool is an indispensable aid for mapping a driving route or evaluating concentrations of advisors, activities, issues or prospects.
Broker/Dealer: Advisor Services and Support
Broker/Dealer: Hosted or On-Premise
