Featured Clients
SalesPage Data Manager
People expect meticulous data management from you; you can expect the same from SalesPage. Our systems can ensure that only reliable, verifiable data enters your database. We've set the standard for handling data feed files (including those from transfer agents) to clients' exact specifications. We've incorporated a customized series of checks and balances, and we exercise stringent precautions with data handling, so that your information accurately reflects the information from your feed and import files.
Others depend on you, and you can depend on us. You'll get impeccable, predictable results in a fail-safe environment. Use SalesPage to populate your database with legitimate information; establish specific guidelines for duplicate-checking, data verification and authentication. Rely on SalesPage to provide checks and balances that yield clean, reliable data.
SalesPage Import Tool
Easily import data to primary tables; maps precisely define the target tables and fields for incoming data. Label incoming records for easy access later. Apply stringent data tests to incoming data; only when appropriate, data is copied from the original file to your database. Generate outcome reports as needed. The SalesPage import solution is tailor-made for your needs.
SalesPage Export Tool
Effortlessly export information from your centralized data store to files that can be readily used in other applications. Use a full set of out-of-the-box export definitions or easily create new definitions on the fly. Use simple or extremely complex definitions; save exported files in various formats.
Transfer Agent Data
SalesPage Data Manager's handling of transfer agent (TA) data for SalesPage Financial clients distinguishes this solution from the competition by providing a totally controlled and consistent method for achieving data transformation. Data Manager never just pushes data into your database; SalesPage works in partnership with you to customize file definitions and rules for processing transfer agent data. You decide what constitutes a failed trade and identify summarization characteristics, and we can tailor Data Manager processes to unfailingly implement your rules.
Data Manager lets you:
- Enforce duplicate-checking rules on incoming data.
- Successfully process all standard and omnibus feeds from all transfer agent providers including DST, PFPC, Pershing and FETA.
- Categorize data according to your specifications and populate your data tables accordingly.
- Perform complex summarization of data; update aggregated sales information at the entity level; generate sales data for reporting.
- Apply sales data segmentation rules for various purposes, including ranking representatives by performance.
- Accomplish true Trade-Date-Plus-One (T+1) processing: today's trades are included in data tables tomorrow.
- Notify appropriate personnel when significant trade information is processed. You define what's significant; you may want notifications sent when a representative makes his or her first sale or when sales or redemptions that exceed a conditional value occur.
- Assign data to territories appropriately.
- Classify trade information; categorize data according to your specifications; populate data tables accordingly.
- Resolve failed trades using a simple front-end interface.
- Accurately calculate commission payments.
Use Data Manager for transfer agent feeds and rest assured that your data has been scrutinized, scrubbed and verified before it gets into your system. SalesPage Data Manager is different from the competition—you can take that to the bank. Rely on us to give you data you can use with confidence.
