SalesPage DataCenter for Managing Data

SalesPage DataCenter for Managing Data

A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.

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SalesPage Financial for Managing Relationships

SalesPage Financial for Managing Relationships

A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.

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In the Cloud or Not: SalesPage Your Way

In the Cloud or Not: SalesPage Your Way

Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.

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left-quote SalesPage was simply the best choice... right-quote

Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners

Industry Associations

NICSA Logo

SalesPage is a long-standing national corporate member of NICSA.

Mutual Fund Education Alliance

SalesPage is a corporate partner of MFEA.

On Course Advisors

SalesPage is a partner of CRM Forum, a biannual forum facilitated by On Course Advisors, a CRM advisory firm.

From The Blog

So You Think Your Password is Hard to Crack …

The problem … is managing so many different complex passwords. Hopefully, you aren’t writing them down on an easily accessible piece of paper, as was common practice in the fictional high school … in the movie WarGames.

There Really Is a Kalamazoo!

We enjoyed hosting our Client Roundtable last month in Kalamazoo, SalesPage’s home city. Here are some highlights from the Roundtable events.

RIA Cybersecurity

… on April 28, the Securities and Exchange Commission (SEC) Division of Investment Management released the IM (Investment Management) IM (Investment Management) Guidance Update on the importance of cybersecurity; this publication lists some of the considerations that registered investment companies (funds) and registered investment advisers (RIAs) should review due to rapidly evolving cybersecurity risks.

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