Master your data with proven validation, quality assurance and transformation for Financial Services.
Choose the Financial Services CRM/data management tools chosen by leading U.S. Mutual Funds companies.
In the cloud as a hosted solution or on your network; choose the SalesPage option that's right for you.
Supplement your primary SalesPage solution or provide a standalone option for field personnel.
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.
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.
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.
SalesPage was simply the best choice...
Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners
From The Blog
The first week of March saw a new issue: “Factoring attack on RSA-EXPORT Keys” or FREAK. And yes, for you conspiracy fans, it was essentially created by the National Security Agency (NSA).
As you may have read, it was announced the week of February 16th that the world’s largest PC manufacturer, Lenovo, admitted to shipping new laptops with preinstalled malware called Superfish. As some of you may remember, a similar issue occurred several years ago with Gator. The issue is really twofold; Superfish doesn’t just hijack your browser to display ads, but also installs a self-signed root HTTPS certificate. This effectively renders HTTPS useless, since it intercepts encrypted traffic on every website you visit. Even worse, the encryption key that secured the Superfish certificate has been cracked, enabling anyone to launch man-in-the-middle attacks on computers with that certificate installed.
At last week’s NICSA Strategic Leadership Forum, one stand-out motivational speaker, Rob O’Neill, shared how he developed preparedness and how that has helped him overcome significant challenges and achieve success. That led me to thinking about how SalesPage and the asset management industry have also worked to be prepared and overcome challenges.