Asset management CRM

CRM designed for the unique requirements of asset managers that provides a tailored experience for every channel. Whether you are in relationship management, intermediary sales, institutional sales, RIA, or DCIO, leverage functionality built specifically for different roles. Internal and external wholesalers, national accounts, sales operations, and sales management—everyone gets the tools they need.

internal wholesaler dashboard frame cropped

CRM built for you

SalesPage’s asset management CRM includes standard functionality that’s essential for engaging with prospects and managing your day. But features tailored to asset management distribution distinguish our CRM from that of our competitors.

  • Personas

    Streamline your workday by honing the user experience around specific roles. Whether you’re a wholesaler, a relationship manager, or on the senior management team, we prioritize the content and tools that are important to you.

  • Call list & campaign management

    Allow sales management, marketing, and wholesalers to more easily create and manage multiple campaigns. SalesPage’s call list allows wholesalers to engage with the right rep at the right time, and have the relevant information to facilitate a successful call.

  • Multiple distribution channels

    Support intermediary, institutional, and wealth management channels. Each channel organizes and manages data differently, engages with different types of connections, and employs different sales processes. SalesPage provides you with the ability to manage these channels uniquely while providing enterprise-wide data management and sales reporting through our client data platform.

  • Team management

    Track and manage financial advisor teams. By establishing connections and leveraging underlying production and activity data, we help you identify, target, and sell to teams. SalesPage also offers AdvisorAtlas team data, as an optional bundle that provides the best team data, at an affordable cost.

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