Author Archives: Aric Faber

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4 years later: Moneyball lessons learned

4 years later: Moneyball lessons learned

In September 2016, we published a post: Journey to 2020: Asset Managers using Moneyball lesson to grow. Now, just over 4 years later, we revisited the themes discussed in that article to share what we’ve seen and learned.
22c-2 now offered by SalesPage: Welcome Clarity Compliance!

22c-2 now offered by SalesPage: Welcome Clarity Compliance!

I am excited to officially announce the acquisition of Clarity Compliance from Envision Financial Systems and Celera Systems. While SalesPage systems have typically been a primary source of record for our clients' 22c-2 compliance, we now offer a turnkey solution bundled into our SalesPage Enterprise and SalesStation platforms. We can also provide a stand-alone service to any firm that is responsible for 22c-2 compliance.

How does Advisor Atlas provide you with a distinct advantage?

The SalesPage team presented a webinar, From source to CRM: Ingesting and leveraging team data for intelligent distribution, to The SME Forum members and guests last month. As I was listening to the recording, it was clear that asset managers are struggling with business challenges that arise from the lack of team intelligence. Our team articulated in the webinar how we at SalesPage are helping our clients solve those challenges. However, there was one question that I felt warranted a more thorough response. How does Advisor Atlas differentiate itself?

SalesPage COVID-19 Preparedness

03/14/2020 by
By now I am sure you all have been spending much of your time dealing with the COVID-19 ramifications. At SalesPage, we have reviewed our Business Continuity Process (BCP) and confirmed that we are able to meet our commitments during this turbulent time. As part of this process, I would like to share SalesPage's commitment to helping mitigate the risk of this virus to our staff and their families, to our client base, and to the communities we work in. Here are the highlights of the SalesPage BCP plan and our further commitment to our entire SalesPage, SalesStation, Advisor Atlas, and LumaSuite Client Community.
SalesPage and SalesStation unite

SalesPage and SalesStation unite

Our industry is evolving. SalesPage is evolving, too. We're adapting to find more ways to assist asset managers and solve the challenges they encounter. We’re looking ahead and taking steps to help you distribute intelligently and competitively both today and in the future. Adding SalesStation to our family of products allows us to better serve the entirety of the market. Combining these teams expands our wealth of industry knowledge and accelerates innovation, so that more asset managers benefit as a result. We are excited to join forces with SalesStation and to share this news with you! For more details, please read the press release below, and visit www.salesstation.com
LumaSuite delivers data clarity to asset managers

LumaSuite delivers data clarity to asset managers

SalesPage announces LumaSuite, a new service that brings data clarity by standardizing a client’s third-party data according to their business needs.
Advisor Atlas expands with SalesPage as new owner

Advisor Atlas expands with SalesPage as new owner

07/01/2019 by
As your partner for more intelligent distribution, SalesPage is continually evaluating how we can innovate and offer the best solutions to our clients. Through this acquisition, Advisor Atlas will be able to leverage SalesPage’s technology and personnel to enhance their data collection, quality, and delivery.
Bringing team data to more asset managers with Advisor Atlas

Bringing team data to more asset managers with Advisor Atlas

04/20/2018 by
Today, we announce a partnership with Advisor Atlas that marries SalesPage's team management tools with the best team data. With this relationship, we expand our SalesPage offerings and provide a competitive advantage to our client base. Please read this press release for more detail.
Asset Managers Using Moneyball Lessons to Grow

Asset Managers Using Moneyball Lessons to Grow

In Moneyball, the Oakland Athletics changed the way they scouted and valued players. Through the use of data, they were able to redefine the game and compete with the Yankees and Red Sox, who had budgets that were many times larger. Just as major league baseball executives and scouts had to change the way they think about the game, so too will wholesalers and sales management about asset management distribution. Those who adapt quickly will put themselves in a position to compete and win within an increasingly complex and competitive market.

How Are You Handling the RIA Channel?

Last week, I had the opportunity to attend the CRM Forum, a meeting put on by On Course Advisors. It was a great opportunity to learn from and engage with our clients and other industry-leading firms and partners. The cool thing about this forum is that it’s similar to the SalesPage Client Community in the sense that it focuses on industry-specific challenges, and participants collaborate on how to solve them. One of the leading topics at this forum was how firms manage the RIA (Registered Investment Advisor) channel. As our industry changes and the RIA space continues to grow, we feel that it is imperative to work with our clients to provide the tools required to effectively target RIAs.