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ETF data – Right-sizing a strategy for gaining intelligence

ETF data – Right-sizing a strategy for gaining intelligence

Exchange Traded Funds (ETFs) are gaining popularity as passive, low-cost, high-performance investment vehicles. While being traded on the secondary market delivers accessibility to investors, you lose transparency on who owns your products. Data providers supply some clues, but challenges arise when you combine multiple sources to gain visibility. In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the ETF market. The most effective strategy will right-size the number of sources balanced against the cost of combining them.

Asset Manager Marketing: Pandemic lessons inform future strategies

Think about where we were in March of 2020. At that time, there was a lot of uncertainty about what the next nine months would look like. Many questions and many changes were to come. Based on a recent survey of and Roundtable with our asset manager clients, we may be looking at another 9-12 months where we face similar marketing conditions. What learned lessons can we apply to make the next twelve months more valuable than the last?
Quality, quantity, and utility—Advisor Atlas teams data positions asset managers to grow in 2021

Quality, quantity, and utility—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.
Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.
SalesPage Enterprise Winter 2020: Your data, better

SalesPage Enterprise Winter 2020: Your data, better

You rely on external, third-party client and sales data to build and supplement your in-house data. Our just-out SalesPage Enterprise Winter 2020 release includes several enhancements to help you import, connect, transform, review, and share that data.
22c-2 now offered by SalesPage: Welcome Clarity Compliance!

22c-2 now offered by SalesPage: Welcome Clarity Compliance!

I am excited to officially announce the acquisition of Clarity Compliance from Envision Financial Systems and Celera Systems. While SalesPage systems have typically been a primary source of record for our clients' 22c-2 compliance, we now offer a turnkey solution bundled into our SalesPage Enterprise and SalesStation platforms. We can also provide a stand-alone service to any firm that is responsible for 22c-2 compliance.
Summer 2020: Get your red-hot SalesPage Enterprise release

Summer 2020: Get your red-hot SalesPage Enterprise release

Summer 2020 is finally here—and so is the SalesPage Enterprise Summer 2020 release, bringing you lots of virtual sunshine and better data management.
SalesPage adds 25-year asset management veteran

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.
Value culture continues – Mike Nemecek welcomed to SalesStation team

Value culture continues – 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.
Best approach for cloud migration?

Best approach for cloud migration?

Your IT, operations, and supporting teams are responsible for keeping your system infrastructure, feed management, and data warehouse connected, up-to-date, and well oiled. As requirements for maintaining these become more complex, asset managers are looking for ways to outsource this responsibility. If your firm is considering cloud migration, you may be wondering: What is the best approach?