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SalesPage and Discovery Data partner to provide enhanced advisor intelligence within the SalesPage platform

Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer (BD), RIA, and advisor profile data within the Advisor Atlas team data structure, asset managers have a more in-depth and complete view of their client database. Leveraging this data within the SalesPage platform ensures lower cost, quicker delivery, and data usability for your sales, marketing, analytics, and business intelligence teams. We are excited to partner with Discovery Data and to share this news with you! For more details, check out this post.
Making the most of your post-COVID business travel

Making the most of your post-COVID business travel

Michigan is starting to reopen, and workplaces are beginning to transition back to some version of “normal” business. For many distribution professionals in asset management, this means getting back on the road for the first time in over a year. We took a deep dive to examine the impacts of COVID-19 on business travel and explore how distribution organizations are using advisor team data to maximize the ROI of business trips.
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.
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.
Advisor Atlas team expands to help clients achieve goals

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.

How does Advisor Atlas provide you with a distinct advantage?

The SalesPage team presented a webinar, From source to CRM: Ingesting and leveraging team data for intelligent distribution, to The SME Forum members and guests last month. As I was listening to the recording, it was clear that asset managers are struggling with business challenges that arise from the lack of team intelligence. Our team articulated in the webinar how we at SalesPage are helping our clients solve those challenges. However, there was one question that I felt warranted a more thorough response. How does Advisor Atlas differentiate itself?

Big changes for advisor teams into 2020

Today, more advisors are members of a functional team than just a year ago. The number of advisor teams continued to grow throughout 2019. The changes in Advisor Atlas data support sole practitioners declining in 2020 and beyond as the population of teams and team members increases. Check out what we saw in 2019 and how you can stay up to speed.
A fresh new look for Advisor Atlas!

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!
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.