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