Services

Asset managers have unique requirements that range from standard to very complex. We offer a variety of asset management and financial technology services to best support your team, architecture, and unique requirements.

Managed hosting & services

Access SalesPage in the AWS cloud on a secured shared platform or in a dedicated environment. We offer multiple managed hosting and service options to fit your firm’s requirements.

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Feed & vendor management

Leverage our experience to help your firm manage feed sources and vendor relationships required to maximize the efficiency and effectiveness of your sales team.

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22c-2 compliance management

SalesPage offers a turnkey 22c-2 compliance platform for asset managers and service providers. This platform can be used independently or bundled with other SalesPage products.

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Data Standardization

Our service bureau can aggregate, standardize, and augment your master data with any third-party data you subscribe to.

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Data stewardship & trade processing

We provide data stewardship and trade processing tools that reconcile your sales and assets to the appropriate entities, which turns data into business intelligence and gives your team a competitive advantage.

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Not seeing the services you need? Let us know how we can help.

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