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, architecture, and unique requirements.
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.
SalesPage offers a turnkey 22c-2 compliance platform for asset managers and service providers. This platform can be used independently or bundled with other SalesPage products.
Our service bureau can aggregate, standardize, and augment your master data with any third-party data you subscribe to.
We provide data stewardship and trade processing tools that reconcile your sales and assets to the appropriate entities, which turns data into business intelligence and gives your team a competitive advantage.
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