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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 and Salesforce – Forging the missing link in the asset management data chain
For the third and final installment in a 3-part data strategy story, we present a client data platform (CDP) use case: SalesPage and Salesforce: Forging the missing link in the asset management data chain. This white paper explores data challenges from the vantage point of CRM.
