You rely on external, third-party client and sales data to build and supplement your in-house data. Our just-out SalesPage Enterprise Winter 2020 release includes several enhancements to help you import, connect, transform, review, and share that data.
We’ve improved how we handle and show data for assets and accounts this year. By default, SalesPage Enterprise now functions as a share-based asset system. We’ve added support for price history, making it possible to look for historical trends in AUM. You now have insight into point-in-time territory data for account positions, as well as the territory assignments for the reps or partnerships associated with account positions and values. You can now label both account positions and account values, so that it’s easier to identify specific sets of these records.
We’re streamlining our interface to set defaults for more fields and to hide fields that don’t apply to the records with which you’re working. For instance:
- We added defaults for fields that only apply when you are adding an RIA firm. Now, if you use the default options, adding an RIA firm automatically adds a single combined hybrid (head office/house office) office and an associated house account rep.
- Details related to business for RIA reps are now hidden.
- When you move a rep, partnership, or team that cannot have sales due to business rules (like those governing teams or RIA business), you’re no longer prompted to choose options for handling their non-existent aliases and trades.
- When options for handling aliases and trades during a move do apply, those options now default to the most common choices.
We also added shortcuts to make resolving trades and assets faster. One new shortcut lets you add the trading IDs on an incoming trade to the house office and house account, so that trades with those trading IDs are automatically resolved to the house office and account going forward. Another new shortcut creates a link between records associated with a particular account and an alias, so that current and future records with that fund/account combination are consistently reassigned to the relevant alias. Trades held for review for business reasons (rather than for errors) can now be worked in the standard resolution queues.
We’ve improved the history tracked for adds, updates, and deletions to your critical client data that occur due to data imported from other sources. Now, when any firm, office, rep, partnership, team, contact, or trading ID in SalesPage Enterprise is added or changed using data from another source (either systematically or as a result of user choice), detailed maintenance history indicates the source record associated with that action. Data stewardship teams can more easily trace the source of each update and judge whether it was appropriate or not.
It’s ever easier to share the validated, consolidated data in SalesPage Enterprise with your other systems, on demand or on a schedule—or both. You can generate standard outbound files containing firm, office, rep, and group data from SalesPage Enterprise. (If you are a LumaSuite client, you will receive files like these containing your consolidated and validated data.) Now you can also build standard outbound files for trades and assets. (Again, depending on the data being handled, our LumaSuite clients may receive such files as part of their consolidated data. You know that you can use SalesPage Enterprise as your data distribution platform and let our LumaSuite team manage some or all your data imports and stewardship, right?)
With the Winter 2020 release, we’ve added support for building delta files for the standard outbounds, too. Since delta files are faster to process, new and changed data can be shared to other systems even more quickly than when you use full outbound files. The Winter 2020 release also makes it easier to recover from problems involving lost or mangled outbounds—you can now rebuild previously built outbound files as needed.
And, remember, as of the Fall 2019 release, you can even build your own outbounds, as easily as building a query to detail what’s included.
Want to know more?
Each new release of SalesPage Enterprise, our flagship distribution data platform, includes new and improved tools to make the work of managing your data easier and faster. We use SalesPage Enterprise to provide our LumaSuite managed data services to many clients, so we’re learning first-hand what can be improved and simplified. And, of course, we’re listening to what you say about the challenges you face and trying to build new tools to help you meet them. The changes described here are just a few of those included in the SalesPage Enterprise Winter 2020 release; for the full story, see What’s New in the Winter 2020 Release in the SalesPage Client Center. If you don’t already have a Client Center login, request one today.