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 to improve our SalesPage offerings and add 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 press release below.
KALAMAZOO, MI – July 11, 2016 – SalesPage Technologies, a leading provider of distribution management solutions for asset managers, announced today that Ivy Distributors, Inc. (“Ivy”) has selected SalesPage as its new CRM and sales data management partner. SalesPage will provide Ivy with a cloud-based version of SalesPage Financial, a turnkey solution for CRM, sales reporting, and data management.
“SalesPage enables us to get a comprehensive view of our advisor client base, offering key insight to their businesses, allowing Ivy to serve them in the most effective manner,” said Thomas W. Butch, Ivy’s president and CEO. “It’s flexible enough to address our immediate needs, with the ability to adapt and integrate into other systems as we grow.”
Ivy’s selection of SalesPage was preceded by thorough requirements gathering and planning processes. Ivy was looking for a solution to replace its existing CRM and related data management systems, as well as integrate with third-party data providers’ systems, and Ivy’s existing business systems. With SalesPage, Ivy found a partner with a comprehensive, secure, cloud-based solution in addition to an experienced project team.
Ivy will deploy the latest version of SalesPage, which was announced June 2, 2016. Version 6 of SalesPage brings complex data and functionality together with a cutting-edge user experience to provide investment managers with a distinct advantage in managing distribution efforts. Ivy’s users will benefit from an end user experience tailored to specific roles within Ivy’s teams, such as its internal sales, data operations, and national accounts teams.
A key advantage Ivy will gain with SalesPage’s next-generation data integration is the ability to more effectively leverage data from third-party data providers, third-party analytics, and more.
Ivy will join existing SalesPage clients, Eaton Vance and Virtus Investment Partners, as the first asset managers to utilize SalesPage 6. Additionally, Ivy will join Pioneer Investments, who launched SalesPage earlier this year, and four other asset management firms on SalesPage’s new enterprise-class hosted offering.
Aric Faber, CEO for SalesPage, comments, “We are very excited to welcome Ivy into SalesPage’s client community. Every time a new asset manager joins our community, they help improve SalesPage’s offering and strengthen the value we deliver to all of our clients.”
About Ivy Distributors, Inc.
Ivy Distributors, Inc. is part of a global organization recognized for inventive, actively-managed investing strategies that help investors best meet their long-term goals. The Ivy organization’s roots date to 1937 and, over the years, we’ve built our time-tested investment process within an authentic and demanding culture–one that values preparedness, collaboration and accountability.
Ivy Distributors, Inc. is an affiliate of Waddell & Reed Financial, Inc. (NYSE: WDR). Through its subsidiaries, Waddell & Reed Financial, Inc. provides investment management and financial planning services to clients throughout the U.S. The firm had approximately $95 billion in total assets under management at March 31, 2016.