SalesStation delivers the insights you need.

SalesStation is a turnkey solution for outsourced data management and sales reporting built specifically for boutique-to-medium sized asset managers. We deliver 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. We provide 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. We deliver integrated data 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.


Products (SMA, UMA, etc.) on platforms? How to solve the visibility problem

01/15/2021 by Beverly Dube

Depending on your business you may have multiple products that you are selling directly and through different channels and platforms. Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCIT, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs (Separately Managed Accounts) as an example, illustrate where the problems arise, and share an approach for how to solve them.

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Value culture continues – Mike Nemecek welcomed to SalesStation team

06/10/2020 by SalesPage

Mike Nemecek is no stranger to the asset management industry. Having worked as a marketing partner over the last nine years and served as a dually registered rep before that, Mike brings a wealth of experience to the SalesStation team. Check out this video to meet Mike and hear from SalesStation team members about how they plan to partner with him to continue a culture that drives value.

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Top 6 questions from distribution pros

02/20/2020 by Tom Larson

Am I the only one losing sleep because of my fund data? Surely, there must be other asset management distribution professionals who have the same
problems as me.

If this describes you (or someone you know at your firm), then read on. I speak daily with distribution pros from boutique firms to large asset managers,
and they have a lot in common with you. They are all working their way through the same set of questions so that they can stop worrying and start selling more intelligently.

Read More
SalesStation dashboard

SalesStation benefits

Here’s how SalesStation benefits your executives, sales and marketing teams, third-party distributors, and operations managers:

  • Eliminates investments in costly talent to understand, implement, and manage data feeds
  • Serves up timely, reliable insights into which advisors purchased or redeemed your funds as you start your workday
  • Reconciles and delivers your data in a digestible format that will help you manage your distribution effort easily and more intelligently
  • Enables you to compensate accurately and effectively
  • Summarizes your distribution by channel, territory, or product so that you can analyze and act quickly
  • Integrates data and insights with Salesforce CRM, through an industry-specific managed application, and with other systems critical to your distribution efforts
  • Maximizes the value of your investment in data
  • Helps you mine your data effectively so that you can better serve advisors, increasing your value to them.

How it works

SalesStation captures, processes, and normalizes your advisor data from disparate sources. Once your data is in our warehouse, we augment it with additional sources like Discovery Data. Our 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 a Salesforce CRM managed application designed for asset managers, or delivered to other systems in your organization.
How SalesStation works 
                            How SalesStation works

Outsource data management and act on the best intelligence with SalesStation


Retrieves asset and transaction feeds from transfer agencies, intermediaries, clearing firms, and trading platforms


Consolidates various incompatible data sources into a usable format


Fills gaps in your data with advisor email addresses, phone numbers, team members, and other vital information


Supports custom integration with your critical systems or updates your Salesforce CRM seamlessly


Provides custom and interactive dashboards, allowing you to see your progress and drill down to details


Monitors advisor movement and other changes with sophisticated data stewardship


Facilitates accurate reporting to perform critical oversight through quality assurance.

Partner with us and gain

  • Accurate transaction data for your CEO
  • A data stewardship crew for your IT department
  • Your distribution team’s new best friend

“We depend on SalesStation every day to support our clients and our sales team. Our internal team has a critical, first thing in the morning assignment to review transactions and share details with the field team. In addition, senior management relies on Quality Sales Reporting for both short-term and long-term trends in our sales data – as we analyze the effectiveness of our sales effort and the impact on assets, flows, and client investment activity. These results then drive our Marketing messages and Sales Team planning.”

Craig Churman,

Vice President of Sales and Product Development, Saturna Capital

About SalesStation

SalesStation has partnered with dynamic asset management firms for nearly 20 years. In 2020, SalesStation became part of the SalesPage family of products for asset managers. SalesPage helps asset managers use data to connect investment products to the clients who will benefit from them most. 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.