Master data management

Master data management

ETL (extract, transform, load) and MDM (master data management) for the asset management industry, tailored to process and reconcile all of your complex, industry-specific feeds. Effectively manages and unites data for entities, trades, assets, accounts, market share, flow, and more.

Data governance tools with SalesPage Enterprise

True master data management (MDM) requires bringing all of your enterprise data together, ensuring the data is appropriately validated in the process, and providing your organization with a single trustworthy system of record. MDM is difficult in any industry, but with the ever-growing number of third-party and proprietary intelligence data sources available to asset managers, maintaining one golden source of data is a tremendous challenge. SalesPage solves this challenge with uniquely responsive and ever-evolving MDM tools.

  • Multi-channel entity structure

    Different distribution channels require different data structures for the entities they track. Out of the box, we support a 4-tier hierarchy for the intermediary channel, a many-to-many hierarchy for institutional and other channels, and a two-tier (person/household) hierarchy for the direct retail channel. SalesPage supports entities found only in asset management, such as teams, partnerships, custodians, households, and more.

  • Transaction resolution toolset

    Automated import, validation, resolution, and allocation of data related to trades and assets, as well as non-production data, streamlines data governance processes and puts critical data in front of sales as quickly as possible. This resolution toolset allows SalesPage to present daily sales, redemptions, and asset flows. You can quickly see and act on activity within your channel or territory.

  • SalesPage Perspectives

    Collect, aggregate, and manage multiple versions of your entities from both upstream and downstream systems. Perspectives allow your governance team to reconcile the information from your transfer agent, your data pack providers, your market share provider, your marketing team, your field sales team, and more into a single distribution data platform. One with the most accurate version of the data. Control how entity data flows into the system and affects your system of record at the source and record level.

  • Create the hub of your enterprise

    We support multiple approaches for curating and propagating your entity and trade data to your downstream systems. Leverage SalesPage to implement sales, marketing, expense tracking, and compensation with more accuracy and reliability.

  • Team management

    Track and manage financial advisor teams. By establishing connections and leveraging underlying production and activity data, we help you identify, target, and sell to teams. SalesPage offers Advisor Atlas team data, as optional bundles with SalesPage Enterprise and SalesStation, which provide the best team data, at an affordable cost.

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Outsourced data management with SalesStation

SalesStation is a turnkey solution for outsourced data management and sales reporting built specifically for boutique asset managers. Receive the intelligence you need to make effective business decisions-through custom dashboards, an industry-specific managed Salesforce CRM application, or other business systems critical to your operation.

To intelligently distribute your products, you have to know the sources of your daily flows and assets. SalesStation does the heavy lifting that’s required to get your data right, allowing your teams to focus their time on the highest value activities. SalesStation provides outsourced data management, relieving your technology and operations teams from the headaches of stewarding your data and researching contact information for producers who are investing in your products. Integrated data is delivered to you through reports and dashboards, so that your executives and sales and marketing teams can quickly evaluate relationships, sales trends, and results.

With SalesStation, your teams start each workday equipped with new insights they can use to take effective action.


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