Products
SalesPage helps asset managers use data to connect their investment products to the clients who will benefit from them most and better support their existing clients to enhance their retention efforts. SalesPage solutions include software, services, and data that function within each client’s enterprise data architecture, providing data management, sales operations, and analytic capabilities – all while integrating with their sales, marketing, reporting, and analytic software, data warehouse, and other enterprise systems.
The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you.
SalesPage Enterprise
A distribution data platform, with optional bundled services and data, for medium-to-large asset managers.
SalesStation
A turnkey, full-service distribution data and sales reporting platform built specifically for boutique-to-medium sized asset managers.
Advisor Atlas
Advisor Atlas collects, maintains, and delivers over 35,000 financial advisor team records with more than 155,000 reps (registered and non-registered).
LumaSuite
A managed data standardization service, powered by SalesPage, that aggregates, standardizes, and delivers your third-party data to help you drive more intelligent distribution.
Clarity Compliance
A turnkey 22c-2 compliance platform for asset managers and service providers. You can focus on your core business and operational competencies and rely on us for regulatory compliance and reporting.
Which product is right for you?