Master your data with proven validation, quality assurance and transformation for Financial Services.
Choose the Financial Services CRM/data management tools chosen by leading U.S. Mutual Funds companies.
In the cloud as a hosted solution or on your network; choose the SalesPage option that's right for you.
Supplement your primary SalesPage solution or provide a standalone option for field personnel.
SalesPage DataCenter for Managing Data
A targeted sales data management solution for investment management companies that simplifies consolidating sales and entity data, managing territories, reporting sales and displaying this data in other systems.
SalesPage Financial for Managing Relationships
A turnkey data management, sales reporting and CRM solution that delivers the information that helps you connect with clients, whether you sell to intermediaries, institutions, or directly to investors.
In the Cloud or Not: SalesPage Your Way
Choose an on‑demand, hosted solution to be up and running rapidly, with minimal cost. Or implement SalesPage as part of your managed network. Either way, you get a proven solution designed for the investment management industry.
SalesPage was simply the best choice...
Thomas O’Donnell, Vice President, Strategic Marketing/eBusiness, Virtus Investment Partners
From The Blog
This year our SalesPage team chose to express our thanks by supporting two local organizations. Our ability to give back to our community would not be possible without the loyalty and support of all of our clients. A key to success is to spend time doing what you enjoy and working with talented and enjoyable people. At SalesPage we are fortunate to have a great group of clients that are key to our success. Thank you for the confidence and trust that you place in us every day!
A leader is only as good as the team that surrounds them. At SalesPage, we are focused on attracting the highest quality individuals who will both enhance our existing team and increase the value that we are delivering to our clients. Jen Rutledge, our SalesPage COO, was selected by Western Michigan University (WMU) to receive the Department of Business Information Systems Outstanding Alumni Award. This award was presented to her at a ceremony during WMU’s Homecoming, October 7, 2016.
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.