22c-2 now offered by SalesPage: Welcome Clarity Compliance!

I am excited to officially announce the acquisition of Clarity Compliance from Envision Financial Systems and Celera Systems. While SalesPage systems have typically been a primary source of record for our clients’ 22c-2 compliance, we now offer a turnkey solution bundled into our SalesPage Enterprise and SalesStation platforms. We can also provide a stand-alone service to any firm that is responsible for 22c-2 compliance. Existing Clarity clients can look forward to receiving the same great service they have been used to. However,  over the next few quarters, we will significantly enhance the software and technology platform that Clarity is built on, making it more accessible and powerful for asset managers and service providers. For more details, please download the press release or read it below and visit the new Clarity Compliance website.

KALAMAZOO, MI – October 8, 2020 – SalesPage Technologies LLC announced today the acquisition of Clarity Compliance from Envision Financial Systems. Clarity Compliance is an on-demand mutual fund compliance solution that monitors and assists in the resolution of fund policy violations to facilitate compliance with SEC Rule 22c-2. SalesPage distribution data platforms, SalesPage Enterprise and SalesStation, have historically been systems of record for 22c-2 fulfillment, as they manage and reconcile the various feeds that need to be referenced for compliance reporting. Adding Clarity to the SalesPage platform provides asset managers and service providers with the option to seamlessly bundle an industry-leading 22c-2 solution into their existing environment.

“Asset managers and service providers are looking to focus attention on their core business,” said SalesPage CEO Aric Faber. “Bringing Clarity Compliance into our SalesPage suite of solutions reduces the lift that’s involved in managing relationships with multiple partners and systems and gives them one less thing to worry about.”

Prior to this acquisition, Clarity Compliance was offered by Envision Financial Systems in partnership with Celera Systems. When SalesPage acquired SalesStation from Celera Systems earlier this year, SalesPage added team members who have the knowledge and expertise to support and enhance Clarity Compliance.

Brian Jones, Executive Vice President at Envision, commented, “When we made the decision to focus Envision’s efforts on our core software and services, our top priority was finding a firm that would continue to provide the same great support that our Clarity clients had come to expect. Our familiarity with many of the SalesPage team members, their dedication to the asset management industry, and their commitment to clients made this a perfect fit. We know Clarity Compliance clients are in excellent hands with the SalesPage team.”

The acquisition of Clarity closely follows acquisitions of Advisor Atlas and SalesStation, as well as the introduction of LumaSuite and other managed data services.

About SalesPage Technologies, LLC

SalesPage Technologies helps asset managers use data to connect investment products to clients who will benefit from them most. SalesPage solutions complement clients’ data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform, SalesStation outsourced data management and sales reporting, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. The SalesPage total value combines industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development. SalesPage works with over 90 asset managers ranging from large firms such as Blackrock, Eaton Vance, Nuveen, and Virtus to many boutique firms that are focused on niche solutions.