Salespage

SalesPage is a distribution data platform and suite of products designed to assist medium to large asset managers in optimizing their distribution strategies through data management, sales operations, and analytics capabilities. According to the vendor, SalesPage brings together data from various sources, integrates with existing software, and provides insights to support intelligent distribution. SalesPage is utilized by asset managers, financial advisors, sales management, marketing professionals, and IT professionals in the finance industry.

Key Features

Master data management: According to the vendor, SalesPage enables users to gain clarity with accurate and reliable data for entities, trades, flows, and assets. It allows users to deliver data to their teams for focused distribution strategy and decision-making support.

Distribution data platform: The vendor claims that SalesPage ensures accurate and enriched data for users' data warehouses and ecosystems. It enables easy data leverage by teams and downstream systems, while also handling diverse data formats and content from industry-specific providers.

Territory management: SalesPage offers users the ability to manage complex and overlapping territory structures across multiple sales channels. Users can reconcile sales data to the appropriate territory and channel based on entity type, trade type, accounts, and other relevant characteristics.

Data stewardship & trade processing: SalesPage facilitates and automates the import, validation, resolution, and allocation of production data from all sources and distribution channels. According to the vendor, SalesPage can transform data into valuable business intelligence for a competitive advantage.

Advisor team: The vendor states that SalesPage enhances advisor team intelligence by providing verified advisor and team information. It employs a patent-pending process to compile and verify data daily, ensuring high-quality data.

Enterprise integration: SalesPage allows users to integrate mission-critical data and systems into a unified version of the truth. It helps maximize the value of third-party applications and data investments.

Asset management CRM: SalesPage offers a CRM solution tailored specifically for asset managers. It provides customized data, workflow, and intelligence for different sales channels within a single system.

Managed hosting & services: SalesPage can be accessed through a secured shared platform or a dedicated environment in the AWS cloud. It streamlines operations, alleviating operational burdens and ensuring efficient system launches and updates.

Feed & vendor management: SalesPage proactively monitors automated feed ingestion and critical system integration points. It assists users in managing relationships with third-party vendors and data providers for streamlined operations.

22c-2 compliance management: According to the vendor, SalesPage accepts data from transfer agencies, subaccounting systems, or intermediaries through industry-standard files. It analyzes data based on assigned rules to identify trading patterns that violate regulations, enabling automated or manual disposition.