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SalesStation is a turnkey solution for outsourced data management and sales reporting built specifically for boutique asset managers. SalesStation captures, processes, and normalizes your advisor data from disparate sources. Once your data is in SalesStation’s warehouse, it’s augmented with additional sources like Discovery Data. SalesStation’s stewardship team reconciles your Omnibus transactions and updates your client data with advisor changes. The result is clean, high-quality advisor data that can be leveraged through our library of reports, integrated with SalesStation for Salesforce a managed CRM application designed for asset managers, or delivered to other systems in your organization.

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