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

‘Heartbleed’ Vulnerability Information

As you’ve no doubt heard, in the past few weeks, a severe vulnerability was found in the popular OpenSSL security library. This Heartbleed vulnerability exploits the heartbeat implementation in OpenSSL, and was caused by a programming mistake; it affects systems running a solution based around this library. The Open SSL library is primarily used on Linux-based systems; however, there are several pieces of software for Microsoft Windows that are also affected. OpenSSL has already released a patch that addresses this vulnerability.

Details for Your SalesPage Application, When You Need Them

The SalesPage Project Info Generator is a simple-to-use tool that can help you to better understand the details and the complex relationships in your SalesPage application.

Webinar: Highlights of SalesPage Financial Version 5.1

Please join us for a webinar on Tuesday, May 13, from 12:00 to 12:30 PM EST. We’ll highlight a selection of the new capabilities included in Version 5.1, focusing on their benefits and what it would take to add them to your firm’s SalesPage Financial solution.

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