Asset managers have unique requirements that range from standard to very complex. We offer a variety of asset management and financial technology services to best support your team, technology, and unique requirements.
Draw upon the knowledge and experience we have gained from over 20 years of working with asset managers. Fast-forward your project by working with those who understand your business and have helped similar firms achieve their goals.
Access SalesPage in the AWS cloud on a secured shared platform or in a dedicated environment. We offer multiple managed hosting and service options to fit your firm’s requirements.
Leverage our experience to help your firm manage feed sources and vendor relationships required to maximize the efficiency and effectiveness of your sales team.
Whether you are a LumaSuite customer or consumer of SalesPage Managed Data Services, our data service bureau can aggregate, standardize and enrich your master data along with any third-party data you subscribe to.
Our data service bureau uses trade processing tools in SalesPage to reconcile your sales and assets to the appropriate entities in your SalesPage application.
Not seeing the services you need? Let us know how we can help.