Products

Fall 2019 Release: Validating and consolidating data

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

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

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!

SalesPage Summer 2019: Continuing our year of data…

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.

That’s an axe! Denver Client Summit 2019 recap

Last month, our client community got together for our annual Summit 2019 in beautiful Denver, CO.

SalesPage Spring 2019: It’s all about the data

Get valuable perspective with the SalesPage Winter 2018 release

Perspectives are stronger than ever in the Winter 2018 Release. Read about that and more in the notes here.

Fall 2018 Release: Get your red-hot numbers here!

Summarize on the fly! Read some of the highlights from our Fall 2018 Release notes here.

SalesPage Summer 2018: (Data) waves, more monitoring, usability