SalesPage and Discovery Data partner to provide enhanced advisor intelligence

 Advisor Atlas team data

Looking to augment your team data? We can help!

Get a data sample

Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability for your sales, marketing, analytics, and business intelligence teams. We are excited to partner with Discovery Data and to share this news with you! For more details, please read the press release below.

KALAMAZOO, MI – September 1, 2021 – SalesPage, a provider of distribution data platform and sales enablement solutions for asset managers, announced a partnership with Discovery Data, the market leader in data, insights, and analytics for the financial services industry, to package BD and RIA firm, advisor, and advisor team data into a single, actionable source within the SalesPage platform. This bundle consolidates the data so asset managers can more effectively use it within their enterprise data architecture.

Asset managers who are looking to better utilize and monetize the third-party data and market intelligence they purchase benefit from comprehensive data that includes Discovery Data’s premium-level BD and RIA datasets coupled with Advisor Atlas, SalesPage’s advisor team data.

“Our goal is to provide asset managers with the most robust financial services insights, easily accessible through the SalesPage platform to power their strategic, data-driven decisions,” commented Craig Katz, EVP, Partnerships and Strategy of Discovery Data. “We’re excited for this partnership and the many benefits our clients can realize with an all-in-one solution.”

“Discovery Data has the most complete entity data in the industry. SalesPage has a robust team of data engineers that, through our platform and services, bring data together for asset managers so they can distribute more intelligently,” said SalesPage President and CEO, Aric Faber. “With a single source for BD and RIA firm, advisor, and advisor team data, we can enhance how asset managers monetize the data they are purchasing by dramatically reducing the time-to-market and cost of deployment within their existing data ecosystem.”

Existing SalesPage clients have the option to automatically reconcile this data with their master client data or other third-party data through SalesPage’s platform. Other asset managers that are new to SalesPage will have the same options, which ensures a simple, cost-effective way to leverage this data within their data ecosystem.

Asset managers can subscribe to Advisor Atlas and Discovery Data through SalesPage. Contact us to discuss delivery options.

About SalesPage Technologies, LLC
SalesPage Technologies helps asset managers utilize data to retain and grow their asset base more effectively. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their sales enablement solutions such as CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development. SalesPage works directly with over 90 asset managers, including firms such as BlackRock, Eaton Vance, Invesco, Nuveen, State Street Global Advisors, and Virtus Investment Partners.

About Discovery Data
Discovery Data is the leading provider of data, insight, and analytics on the firms and people driving the financial services and insurance industries across North America. The top asset and wealth management, fintech, media, consulting, and insurance companies turn to Discovery Data to improve their business performance.