Advisor team data bundles
SalesPage offers advisor team data bundled with BD, RIA, and advisor profile data within the SalesPage platform.
Act on data intelligence, quickly
Bundling Advisor Atlas and Discovery Data within the SalesPage platform allows you to act on data, quickly.
- Provides ongoing rule-based support for importing BD and RIA firm, advisor, and advisor team data and handling it appropriately
- Automatically creates data profiles according to your rules
- Augments firm, advisor, and team data with your territory and channel structures, as well as your sales data
- Optimizes the availability of up-to-date data in searches and queries
- Enables utilization of data in sales and marketing campaigns
With SalesPage’s flexible platform we offer multiple data sets and delivery options to ensure you’re getting exactly the intelligence you need, where you need it, so that’s it’s immediately useable. Contact us to discuss options.