Case study: Donoghue Forlines gets smarter BI with SalesPage + Envestnet
Business intelligence (BI) professionals got together earlier this year, at a SalesPage client roundtable, to share and learn about data sources, processes, and tools that they and their asset manager counterparts were using to generate insights and make them actionable. As a continuation of that conversation, we’re sharing a case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.Broker dealer data packs: Extract value and enable data-driven distribution
want to succeed in connecting their investment products with clients that will benefit from them most while recouping their own investments in the intelligence. When you use data packs with other client and third-party data, it helps build a more holistic view of your clients and prospects so you can analyze, identify, and engage with the right people who are an ideal fit for your products. In this article, we offer guidance on how to get more value from your data spend and enable data-driven distribution.
SalesPage Enterprise 2021.1: Get your data, fast and right
SalesPage Enterprise 2021.1 has just been released! This new release includes new and improved tools to make managing your data easier and faster. We use SalesPage Enterprise to support our LumaSuite managed data services, so we’re learning first-hand what tools can be made better and which new tools would be useful. We also learn by listening to you, our clients, so that we can understand more fully the challenges that you face and provide tools and services to help you meet them. Here's a bit of what's new in the 2021.1 release.
Risk factors with 22c-2 compliance
Your SEC Rule 22c-2 compliance and risk responsibility, whether it’s a function of an individual or a dedicated team, is to maintain a program that ensures you stay compliant and avoid penalties without putting a strain on your internal resources. This article shares three risk factors asset managers should consider when evaluating your 22c-2 compliance program.