Author Archives: Aric Faber

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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.
Advisor Atlas expands with SalesPage as new owner

Advisor Atlas expands with SalesPage as new owner

As your partner for more intelligent distribution, SalesPage is continually evaluating how we can innovate and offer the best solutions to our clients. Through this acquisition, Advisor Atlas will be able to leverage SalesPage’s technology and personnel to enhance their data collection, quality, and delivery.
SalesPage and Advisor Atlas Team Up to Bring Team Data to More Asset Managers

SalesPage and Advisor Atlas Team Up to Bring Team Data to More Asset Managers

04/20/2018 by
Today, we announce a partnership with Advisor Atlas that marries SalesPage's team management tools with the best team data. With this relationship, we expand our SalesPage offerings and provide a competitive advantage to our client base. Please read this press release for more detail.

Preparing for challenges with globalization

At last week’s CRM Forum, On Course Advisors showcased a panel of professionals from firms that serve the asset management industry. They shared perspectives on how to solve the data-centric challenges that arise with globalization.
SalesPage continues growth, relocates to The Foundry

SalesPage continues growth, relocates to The Foundry

06/21/2017 by
I am excited to announce that SalesPage will be relocating to downtown Kalamazoo! We'll be calling The Foundry our new home on January 1, 2018. For more details on why SalesPage selected The Foundry and how this new office space supports our goals for strategic growth and continuous improvement, please read the press release below.
SalesPage welcomes XA Investments to our client community

SalesPage welcomes XA Investments to our client community

I am pleased to announce that XA Investments LLC, a Chicago-based firm, has joined the SalesPage client community. XAI offers customized solutions to the investor community, one of which is their proprietary Alternative Registered Trust (ART)TM Platform. The platform represents a differentiated approach to alternatives investing by offering institutional quality managers in vehicles that are specifically tailored to meet the needs of individual investors. XAI will be using SalesPage Pro as a tool to help build their business.
Launched: new website, new product names

Launched: new website, new product names

01/30/2017 by
We are excited to announce the launch of our new SalesPage.com website and updated names for our product offerings!

Expressing Thanks

11/23/2016 by
Our ability to give back to our community would not be possible without the loyalty and support of all of our clients.
SalesPage Leader Receives WMU Award

SalesPage Leader Receives WMU Award

10/13/2016 by
A leader is only as good as the team that surrounds them. At SalesPage, we are focused on attracting the highest quality individuals who will both enhance our existing team and increase the value that we are delivering to our clients. Jen Rutledge, our SalesPage COO, was selected by Western Michigan University (WMU) to receive the Department of Business Information Systems Outstanding Alumni Award. This award was presented to her at a ceremony during WMU's Homecoming, October 7, 2016.
Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

Journey to 2020: Asset Managers Using Moneyball Lessons to Grow

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.