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

On the Go: Getting the Most out of Mobile

You may have experienced, as I have, arriving at work and settling into the morning routine—a cup of coffee in hand while you’re sifting through e-mails; then, it hits you. You check your left and right pockets. You check your computer bag or purse. You go out to your car to look in your center console. With a sinking feeling, you remember leaving your phone on your nightstand. All of a sudden you feel like you’re missing your right leg.

Cybersecurity Assessment Tool from the FFIEC

On June 30, the Federal Financial Institutions Examination Council (FFIEC) released a Cybersecurity Assessment Tool to assist institutions in assessing and reducing threats facing them. Along with the assessment, the FFIEC also provided an Overview for CEOs and Boards of Directors, User’s Guide, Inherent Risk Profile, Cybersecurity Maturity rating description, and video explaining the assessment to assist financial institutions. In addition, appendices are provided that include information about mapping the assessment to the FFIEC IT Handbook and the NIST Cybersecurity Framework.

Slow Down, Get Perspective

Too often in today’s business world, we don’t take the time to slow down, get perspective, and think about where things are going, how we can do things better, and why we are doing what we are doing.

Last week I had the opportunity to attend the Strategic Insight Fund Trends (SIFT) conference. Leading up to the event I was working on a number of urgent projects, and thought about sending one of my team members in my stead. Fortunately, I was able to attend and found it was a worthwhile investment of my time.

While we are all busy, it is important that we take the time to:

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