Managed data services

SalesPage offers managed data services, through LumaSuite and SalesPage Enterprise (as an added, optional service), that standardizes your data from broker dealer data packs and third-parties to drive more intelligent distribution.

Gain clarity with data standardization

When you outsource data standardization with our service bureau, we take your third-party sources, from broker dealer data packs to a one-off list from an LPL conference, and provide the option of securely reconciling those sources with your existing FORPT (Firm, Office, Rep, Partnership, Team) data. To learn more about SalesPage’s data services, you can contact us about SalesPage MDS or visit LumaSuite.

Powered by SalesPage

Powered by SalesPage’s technology and service bureau, we consolidate, standardize, and return your third-party data in a set of consistent and reliable files that can be easily consumed in your SalesPage Enterprise system, or you’re already a SalesPage client, or by your enterprise systems (e.g. CRM, marketing, analytics), data warehouses, or data lakes.

Both our SalesPage Managed Data Service and LumaSuite are available for firms that verify they either own the data involved or have properly licensed that data from third-party sources. Prior to processing data, SalesPage will certify that we’re compliant with licensing requirements for third-party data use.

Want greater ROI on third-party data?