LumaSuite

LumaSuite is a managed data standardization service, powered by SalesPage, that standardizes your data from broker dealer data packs and third-parties to drive more intelligent distribution.

How CDP is different than a data warehouse

Gain clarity with data standardization

LumaSuite is a cloud-based service that standardizes your third-party sources, from broker dealer data packs to a one-off list from an LPL conference, and provides the option of securely reconciling those sources with your master FORPT (Firm, Office, Rep, Partnership, Team) data.

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Powered by SalesPage’s technology and service bureau, we apply client-specific business rules based on your trust in each source’s data elements to aggregate and standardize your third-party data. The result is a set of consistent and reliable files that will enrich your master FORPT data and can be easily consumed by your enterprise systems (e.g. CRM, marketing, analytics), data warehouse, or data lakes.

Want greater ROI on third-party data?