Products

We offer several products to ensure that you have a client data platform that fits what you need today and tomorrow.

What we offer

No matter the size of your firm or solution requirements, SalesPage is accessible.

SalesPage Pro

A turnkey, cloud-based client data platform and asset management CRM solution for small-to-medium asset managers. SalesPage Pro delivers an end-to-end, industry-specific distribution management system, managed by SalesPage.

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SalesPage Enterprise

A master data management (MDM) solution for medium-to-large asset managers, SalesPage Enterprise consolidates sales and entity data, manages territories, and reports sales in a single client data platform that incorporates data from your CRM with other enterprise systems and data sources.

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SalesPage Enterprise+

Total distribution management combining the power of SalesPage Enterprise with asset management CRM. SalesPage Enterprise+ is ideal for medium-to-large asset managers needing the advantage of a client data platform that is industry-specific and that can handle complex data integration and firm-specific requirements.

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What's included

Features & Services	SalesPage Pro	SalesPage Enterprise	SalesPage Enterprise+
Master data management
Sales & intelligence
Reporting, analytics, & visualization
Territory management
Managed hosting	Level 1	Levels 2 – 4 client-managed also available	Levels 2 – 4client-managed also available
Asset management CRM		3rd party CRM integration
Training

What's optional

Optional features & services	SalesPage Pro	SalesPage Enterprise	SalesPage Enterprise+
Advisor Atlas team data NEW
Data migration & cleansing
Salesforce integration
Civicom Dial-A-Note integration
Market intelligence
Sales & asset data integration
Data visualization & analytics integration
System innovation
Outlook & Exchange integration
Literature fulfillment integration
Marketing integrations
Expense management integration
Compliance integration
Feed & integration management
Resolution services
Super user support
Vendor management

Still not sure which product is right for you?

Contact us