SalesPage and AdvisorTarget Partner

Synfinii—our brand since September 2025—was previously known as SalesPage.

SalesPage Technologies and AdvisorTarget have formed a partnership to deliver advisor intent data to SalesPage clients, giving asset managers the ability to integrate behavioral data with advisor and advisor team profiles. This combined view provides more actionable insights, helping firms better understand advisor behavior, improve attribution, and uncover new opportunities to grow assets under management. For more details, please read the press release below.

KALAMAZOO, MI – November 9, 2021 – SalesPage, a provider of distribution data platform and sales enablement solutions for asset managers, announced a partnership with Discovery Data, the market leader in data, insights, and analytics for the financial services industry, to package BD and RIA firm, advisor, and advisor team data into a single, actionable source within the SalesPage platform. This bundle consolidates the data so asset managers can more effectively use it within their enterprise data architecture.

Asset managers who are looking to better utilize and monetize the third-party data and market intelligence they purchase benefit from comprehensive data that includes Discovery Data’s premium-level BD and RIA datasets, coupled with Advisor Atlas, SalesPage’s advisor team data.

“Our goal is to provide asset managers with the most robust financial services insights, easily accessible through the SalesPage platform to power their strategic, data-driven decisions,” commented Craig Katz, EVP, Partnerships and Strategy of Discovery Data. “We’re excited for this partnership and the many benefits our clients can realize with an all-in-one solution.”

SalesPage, a provider of distribution data platform and sales enablement solutions for asset managers, announced a partnership with AdvisorTarget, the market leader in behavioral intent data on financial advisors to provide more information-rich, actionable insights within the SalesPage platform. This bundle consolidates the data so asset managers can more effectively use it within their enterprise data architecture.

Combining SalesPage’s Advisor Atlas team data with AdvisorTarget’s intent data allows asset managers to see the full picture of the advisor and better leverage the relationship between behavioral data and transactions, including improved attribution. Incorporating team structures within the data highlights buying patterns and provides stronger and more reliable intent signals.

“AdvisorTarget is all about helping asset managers conquer the next frontier of distribution and marketing – intent data,” commented Duncan MacDonald-Korth, CEO of AdvisorTarget & FINSUM. “Our partnership with SalesPage will unlock a rich data set for clients to better empower their sales and communications outreach, ultimately helping them win more AUM and better understand attribution from their efforts.”

“SalesPage is a leader in the asset management industry for managing client data through transactional processing, data stewardship, and distribution management. By combining our Advisor Atlas team data with AdvisorTarget intent signals, we are providing insights that can seamlessly integrate with our clients’ data environment faster and more effectively than any source in the market,” said SalesPage’s Director of Sales Enablement Solutions, John Pumphrey. “We are excited about how this solution will add another layer of richness and value to the data that helps our clients tap into new opportunities in the marketplace.”

Existing SalesPage clients have the option to add AdvisorTarget to their team data bundle and automatically reconcile this data with their master client data or other third-party data through SalesPage’s platform. We offer a variety of data bundles and delivery options to help you begin immediately extracting value from this data within your data ecosystem.

AdvisorTarget can now be delivered through SalesPage, with the option of bundling into our cutting-edge Advisor Atlas + AdvisorTarget team and intent data solution. Contact us to discuss bundling, delivery options, and distributing more intelligently with SalesPage.

About SalesPage Technologies, LLC

SalesPage Technologies helps asset managers utilize data to retain and grow their asset base more effectively. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their sales enablement solutions such as CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who helps guide our product development. SalesPage works directly with over 90 asset managers, including firms such as BlackRock, Eaton Vance, Invesco, Nuveen, State Street Global Advisors, and Virtus Investment Partners.

About AdvisorTarget

AdvisorTarget is the market leader in behavioral intent data on financial advisors. This unique solution continuously captures, profiles, and signals active buying behaviors among financial advisors based on their daily editorial reading habits on select financial websites. The patented, cookie-free data capture technology and advanced data science practices combine data signals with firm-specific priorities to form a custom intelligence solution for each client.