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Big changes for advisor teams into 2020

Today, more advisors are members of a functional team than just a year ago. The number of advisor teams continued to grow throughout 2019. The changes in Advisor Atlas data support sole practitioners declining in 2020 and beyond as the population of teams and team members increases. Check out what we saw in 2019 and how you can stay up to speed.
SalesPage and SalesStation unite

SalesPage and SalesStation unite

Our industry is evolving. SalesPage is evolving, too. We're adapting to find more ways to assist asset managers and solve the challenges they encounter. We’re looking ahead and taking steps to help you distribute intelligently and competitively both today and in the future. Adding SalesStation to our family of products allows us to better serve the entirety of the market. Combining these teams expands our wealth of industry knowledge and accelerates innovation, so that more asset managers benefit as a result. We are excited to join forces with SalesStation and to share this news with you! For more details, please read the press release below, and visit www.salesstation.com
Joy & giving

Joy & giving

Our SalesPage family truly celebrates the season of joy and giving! We are always so excited to partner with our local housing resources organization to “adopt-a-family”. Oh, what fun we have donating, wrapping, and giving to help another family feel the joy and celebration of the holiday.

Fall 2019 Release: Validating and consolidating data

11/13/2019 by
The just-out SalesPage Fall 2019 release can help asset managers tackle the challenges inherent in validating and consolidating the many different sources of data to which they subscribe. This release continues our push to introduce new features and enhancements that help our clients master their data in their client data platform.

Data clarity delivered through LumaSuite (webinar recording)

Request this webinar recording to learn how LumaSuite standardizes your third-party data for easier consumption by your enterprise systems, data warehouses, or lakes.
LumaSuite delivers data clarity to asset managers

LumaSuite delivers data clarity to asset managers

SalesPage announces LumaSuite, a new service that brings data clarity by standardizing a client’s third-party data according to their business needs.

Back-to-School food drive fun!

09/26/2019 by
As we say farewell to summer and welcome busy back-to-school time, it’s a good time to focus on hungry little tummies in our community. The SalesPage family filled the barrel, and showed their love for local little ones, with the SalesPage Back-to-School Food Drive in partnership with Kalamazoo area Loaves and Fishes.
A fresh new look for Advisor Atlas!

A fresh new look for Advisor Atlas!

As the new owner of AdvisorAtlas, we're focused on making advisor team intelligence more accessible to all asset managers. We're excited to share a fresh new look for AdvisorAlas!

Forge the missing link: SalesPage and Salesforce (webinar recording)

Request a recording of our third and final webinar in a series about developing and building out your data strategy where we shared a CDP use case: SalesPage and Salesforce.
SalesPage Summer 2019: Continuing our year of data…

SalesPage Summer 2019: Continuing our year of data…

08/01/2019 by
SalesPage is all about the data (your data, that is), all the time. The Summer 2019 release adds new features to support consolidating your data and keeping it safe.