Author Archives: SalesPage

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.

Advisor Atlas teams data positions asset managers to grow in 2021

2020 was a year unlike any other and while obstacles sprung up across the world around every corner, Advisor Atlas aimed to continue to improve the quality, quantity, and utility of our teams data.

SalesPage adds 25-year asset management veteran

We are excited announce the addition of a new team member—John Pumphrey. John joins SalesPage as the Director of Sales Enablement Solutions to lead the expansion of Advisor Atlas and LumaSuite. John comes to SalesPage after a 25-year career at Eaton Vance. We look forward to leveraging John’s experience to enhance the value of our solutions, guide our product development roadmap, and best serve our clients. For more details, check out this post.

Adding value: Mike Nemecek welcomed to SalesStation team

Mike Nemecek is no stranger to the asset management industry. Having worked as a marketing partner over the last nine years and served as a dually registered rep before that, Mike brings a wealth of experience to the SalesStation team. Check out this video to meet Mike and hear from SalesStation team members about how they plan to partner with him to continue a culture that drives value.

Advisor Atlas team expands to help clients achieve goals

Michael Tarn joins SalesPage Technologies as Business Lead to Advisor Atlas. Leveraging his background in statistics and business, Michael will seek to generate additional value and insights out of Advisor Atlas team data and deliver those to clients. Check out this video to meet Michael and learn more about SalesPage's growth and additional value that will be delivered to our client community.

Back-to-School food drive fun!

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.

SalesPage’s Day of Service with Kalamazoo Loaves & Fishes

In tandem with the upcoming holiday, SalesPage dedicated this Monday to help reduce those numbers by volunteering with Kalamazoo Loaves & Fishes. Our SalesPage family helped give something as communal as food to other families in Kalamazoo.

It’s more than an office, it’s a community

More than an office, The Foundry has a fantastic community and culture that we're thrilled to be a part of! Check out our CEO, Aric Faber, along with our neighbors and fellow contributors to this space: Treystar, City of Kalamazoo, CSM Group, VML, Eckert Wordell, and Millennium Restaurant Group in this fantastic video from Treystar.

Socially Responsible Investing: Segment to Pursue Advisors Who Care

Socially Responsible Investing represents trillions of dollars invested globally, with most of that growth happening in just the past few years. For a long time, I think this market was brushed off as one dominated by fringe investors, or one in which investment performance was poor. It was refreshing to learn from evidence presented by the panel that these long-held beliefs are not the reality. Performance has largely been in line with the market over the long term. Most investors, especially those from younger generations, want their investments to reflect their own values. They want to make a positive impact with their investment decisions and think that they can do so without sacrificing returns. They just don’t know how…