Sales & intelligence

Sales resolution tool that turns data into business intelligence and provides your team with a competitive advantage.

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Validate production data

In the asset management industry, there’s no substitute for being able to handle data quickly and accurately, and the SalesPage client data platform does exactly that. SalesPage manages production data from all sources and across all distribution channels, including transfer agents, separately managed accounts, retirement platforms, market share providers, and entity data providers. SalesPage facilitates and automates importing, validating, resolving, and allocating all this data, employing client-specific business rules and definitions.

Gain intelligence

With SalesPage, you can:

  • Extract the information you need to make informed decisions quickly
  • View production summaries via dashboards and production profiles
  • Actively pull data for firms, offices, reps, accounts, and trades
  • Closely scrutinize your data, drilling into data sets you define

Having accurate production, market share, and entity data at your fingertips helps you identify opportunities quickly and easily while targeting prospects intelligently with the right message at the right time.

Share insights across teams

The SalesPage client data platform curates intelligence from all touchpoints, contributes to your data warehouse and lakes, and provides a better experience for your teams by translating multiple data sources into a single version of the truth.

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