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Description
Experience, technical expertise, deep industry insight, and strong collaboration with a robust client network distinguish SalesPage as the premier partner for asset management distribution. For more than two decades, we have empowered asset managers to harness data for refining their distribution approaches. By utilizing SalesPage’s advanced distribution data platform, innovative solutions, and comprehensive services, our clients can more precisely identify their target prospects and enhance their operational management. We deliver cutting-edge solutions and services tailored for asset managers, and our engaged SalesPage client community significantly contributes to our unique value proposition. We recognize that a one-size-fits-all approach is ineffective. Our diverse range of products offers customized solutions for asset managers with varying needs. While the SalesPage family of products is united by a common goal of enabling smarter distribution for asset managers, each product offers unique specialties that cater to specific challenges, ensuring that our clients receive the best possible support for their objectives.
Description
We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.
API Access
Has API
No
API Access
Has API
No
Integrations
Ariath
No
Chat Agents
No
Chief
No
CircleBlack
No
Desktop.com
No
Hubly
No
MoneyGuide
No
MyRepChat
No
Nango
No
Nitrogen
No
Integrations
Ariath
Yes
Chat Agents
Yes
Chief
Yes
CircleBlack
Yes
Desktop.com
Yes
Hubly
Yes
MoneyGuide
Yes
MyRepChat
Yes
Nango
Yes
Nitrogen
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SalesPage Technologies
Founded
1983
Country
United States
Website
www.salespage.com
Vendor Details
Company Name
Starburst Labs
Country
United States
Website
www.wealthbox.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
