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

Segment Like a Ninja

Networking, great presentations, illuminating discussions, people who make you think: does it get any better than that? Well, strangely, it does. Attending an event in Chicago this week—MFEA’s Marketing Council, hosted by Morningstar—gave me a new perspective on some of the challenges involved in segmenting data, and really underscored the importance of being able to easily update your segment definitions as the industry changes.

Muzzle That POODLE

News about POODLE (Padding Oracle On Downgraded Legacy Encryption) broke during the week of October 13. A POODLE attack (yes, a POODLE attack) takes advantage of a design flaw in SSL and can allow a man-in-the-middle, such as a malicious Wi-Fi hotspot or a compromised ISP, to extract data from secure HTTP connections. This data could, in turn, let an attacker do things such as access online banking or e-mail systems.

Shellshock Vulnerability Information

Security is an ongoing concern, particularly in regard to the financial world. As new security vulnerabilities like Shellshock surface, each with the potential to affect thousands of systems, SalesPage responds.

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