SalesPage Technologies helps asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, and LumaSuite data service. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development. SalesPage works directly with over 80 asset managers, including firms such as Allianz Global Investors, BlackRock, Eaton Vance, Nuveen, and Virtus Investment Partners.
Head of Sales, SalesPage – Advisor Atlas – LumaSuite