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.


Case study: Donoghue Forlines gets smarter BI with SalesPage + Envestnet

08/18/2021 by SalesPage

Business intelligence (BI) professionals got together earlier this year, at a SalesPage client roundtable, to share and learn about data sources, processes, and tools that they and their asset manager counterparts were using to generate insights and make them actionable. As a continuation of that conversation, we’re sharing a case study on how one client, Donoghue Forlines LLC, gained smarter and more timely BI by leveraging the integration of Envestnet Analytics with SalesPage’s distribution data platform, resolution services, and BI solution.

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Data considerations ensure a smoother transition with your next merger & acquisition

03/11/2021 by Warren Fitzpatrick

You wake up in the morning, scroll through the list of emails that filled your inbox, and scan the headlines. Another announcement of a merger & acquisition that’s being explored or executed. This doesn’t come as a surprise. PwC’s Mutual Fund Outlook notes an expectation that up to 20% of today’s mutual fund firms will be bought or eliminated by 2025. Financial Times article, M&A in 2021: asset management primed for consolidation, explains how we’ll see more of these in 2021 alone. As fewer players get bigger, so does their data and the colossal task of bringing it together to activate it for distribution. In this article, we share data considerations that will help you (as the acquirer) have a smoother transition with your next merger & acquisition.

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ETF data – Right-sizing a strategy for gaining intelligence

02/18/2021 by Beverly Dube

Exchange Traded Funds (ETFs) are gaining popularity as passive, low-cost, high-performance investment vehicles. While being traded on the secondary market delivers accessibility to investors, you lose transparency on who owns your products. Data providers supply some clues, but challenges arise when you combine multiple sources to gain visibility. In this article, we unpack ETF data—highlighting the benefits and complexities of each source—and recommend three strategies based on where you are in the ETF market. The most effective strategy will right-size the number of sources balanced against the cost of combining them.

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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

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.