Enabling Data-Driven Distribution for Asset Managers

Harness the value of your data, increase efficiency, and simplify the decisions that drive your business success with our platform for data management and services for intelligent distribution.

Master Your Data Faster for Success

The importance of data to the success of a financial business is increasing exponentially. SalesPage partners with asset managers of all sizes across the globe to help master data management, faster.

Our culture is built on nurturing a team of seasoned professionals with first-hand asset manager experience and technical expertise who will configure a solution that empowers a client to understand their data and enables them to integrate the best of breed solutions essential to their business.

Meet Your Goals.
Partner with SalesPage.

Each asset manager is unique, yet all asset managers strive for similar outcomes. SalesPage activates data to accomplish them.

We’ve enabled asset managers of all types and sizes to address sales, marketing, operations, and territory management issues with multifaceted solutions that met or exceeded their business objectives:

Robust Data Governance
Client Centricity
Increased Productivity
Sales
Enablement
Personalization & Digital Experiences

Client Testimonials

We took time to talk through the technical pieces of data management. Our systems team and SalesPage made sure everything was operating by design and we met our timeline goals.

Managing Director, Marketing & Client Service

When I log into our CRM, I have two views that I can flip between intermediary and institutional. I can easily track the inflows and outflows, with a detailed breakdown by strategy and client. Having this information on a daily basis, my team is far better equipped to have productive meetings with clients, and I have better oversight.

Managing Director, Head of Distribution

The entire project was well scoped out and organized in such a way that we were able to layer critical users into the process as the project progressed. The project management has been top-notch as well as the technical deep dives and turnaround. The SalesPage team is amazing!

Chief Technology Officer

News and Insights

There’s a lot happening at SalesPage! Read hot-off-the-press blog posts and thought leadership pieces, and get information on upcoming events.

Product Evolution Demands a Flexible Platform

In asset management, product evolution isn’t an event—it’s a constant. New products, structures, and strategies emerge regularly, shaped by investor demand, regulatory shifts, and…

Distribution Data Platform: A Strategic Necessity for Executives

Executives in asset management face a critical challenge: aligning strategic decision-making with operational efficiency in an increasingly complex distribution landscape.  Throughout my career, I…

ETF Data: Right-sizing a Strategy for Gaining Intelligence

In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the…

Faster, Smarter Data for BI Tools 

For Business Intelligence (BI) professionals, CRM administrators, and Sales Enablement teams, managing large volumes of data, ensuring its accuracy, and turning insights into action…

Let’s talk about those pain points.

Every asset manager faces a unique set of data challenges – reach out to us and let us know what yours are. Then let’s work together to configure a differentiated, value-driven solution that ensures your data is a vital tool in the success of your business.