SalesPageSalesPage Technologies
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Related Products
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About
With BrightScope, asset managers transform the way they see, understand, and leverage their data to drive more targeted and effective distribution efforts. Experience the benefits of a single, integrated solution across DCIO, retail, and RIA channels and watch sales efforts skyrocket. Shorten sales cycles with up-to-date insights into what products an advisor is using today, how utilization is changing over time, and where new opportunities exist for your products. See the most relevant and actionable data specific to you and your team. Quickly understand assets, flows, and market share by territory, product, platform, advisor, and more. Through the advanced integration of data from internal sources, third-party sales files, and market intelligence across all major distribution channels, BrightScope's comprehensive solutions help asset managers distribute products more effectively. Make faster, data-driven decisions armed with up-to-date, comprehensive, and actionable insights.
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About
Experience, technical strength, industry knowledge, and collaboration with a strong client community—these set SalesPage apart as the best partner for asset management distribution. For over 20 years, we’ve helped asset managers use data to drive their distribution strategies. Leveraging SalesPage’s distribution data platform, solutions, and services, our clients more effectively target their prospects and manage their business. We provide asset managers with industry-leading solutions and services, and our SalesPage client community is a true driver of our value proposition. We don’t believe that one size fits all. Our family of products provides solutions for asset managers with varying requirements. The SalesPage family of products shares the same vision, which is to help asset managers distribute more intelligently. What differentiates them is what they specialize in and how they can help you.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Retirement market-focused asset managers seeking a solution offering retirement plan options and distribution data to retain clients
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Audience
Asset managers looking for a CRM solution
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationBrightScope
Founded: 2008
United States
www.brightscope.com
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Company InformationSalesPage Technologies
Founded: 1983
United States
www.salespage.com
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Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Not Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Supported
Task Management
Supported
Territory Management
Supported
Financial CRM Features
Account Alerts
Supported
Asset Management
Supported
Expense Tracking
Supported
Household Tracking
Supported
Influence Tracking
Supported
Lead Management
Supported
Marketing Management
Supported
Relationship Tracking
Supported
Team Assignments
Supported
Territory Management
Supported
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Integrations
No info available.
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Integrations
No info available.
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