Synfinii
At Synfinii, we believe great performance comes from harmony.
We help asset managers transform disorganized, disconnected data into a reliable foundation from which sales management decisions can be made—fast to implement, flexible to evolve, with financial clarity.
Our Distribution Data Platform lets you aggregate, align, and attribute distribution data from across platforms and providers. Enrich your distribution teams with the tools and insights they need to move faster and smarter. We help you distribute with purpose, supporting every step of the client journey from acquisition to retention. We link siloed sources into one unified view, combining your CRM, transactional, and market intelligence data—and ultimately, help your firm yield stronger outcomes and deeper client relationships.
Synfinii—our brand since September 2025—was previously known as SalesPage.
Authored Posts
May 8, 2025 4 min read
Product Evolution Demands a Flexible Platform
In asset management, product evolution isn’t an event—it’s a constant. New products, structures, and strategies emerge regularly, shaped by investor demand, regulatory shifts, and…
July 30, 2024 4 min read
Enabling AI: The Importance of a Distribution Data Platform
AI relies on data. Yet client, partner, financial, product, and market data—critical for distribution—are often messy, hard to standardize, and difficult to organize. A…
March 4, 2024 4 min read
22c-2 Efficiency: Self-Service vs. Full Compliance Management
This post explores critical factors in choosing the right 22c-2 compliance solution, focusing on the self-service and full-service models offered by SalesPage, a trusted…
November 17, 2023 3 min read
2023 Top Workplace by the Detroit Free Press
SalesPage has been awarded a Top Workplaces 2023 honor by the Detroit Free Press.…
September 6, 2022 3 min read
Graziano Joins Brings Expertise & Industry Insights
We’re delighted to inform you that Steve Graziano, an accomplished industry leader, has joined SalesPage.…
August 16, 2022 1 min read
Avoid Segmentation Pitfalls: Partner Podcast
Tune in to the podcast to discover common points of failure, how you can overcome them, and learn about the steps top asset managers…
June 14, 2022 1 min read
Utilizing Advisor Team Data: Podcast Featuring SalesPage
John Pumphrey, Director of Sales Enablement Solutions at SalesPage was featured in Discovery Data podcast discussing how advisor team data can improve the client experience. …
November 9, 2021 4 min read
SalesPage and AdvisorTarget Partner
SalesPage Technologies and AdvisorTarget have formed a partnership to deliver advisor intent data to SalesPage clients…
September 1, 2021 3 min read
SalesPage and Discovery Data Partner
Discovery Data is a well-respected partner in the asset management industry with regard to firm and advisor data. By bundling their comprehensive broker dealer…
June 28, 2021 5 min read
Risk Factors with 22c-2 Compliance
Your SEC Rule 22c-2 compliance and risk responsibility, whether it’s the function of an individual or a dedicated team, is to maintain a program…
May 27, 2021 6 min read
Using BI to Identify Actionable Opportunities
BI professionals from our client community (29 individuals from 16 asset managers) came together for a roundtable event to discuss how they’re activating data…
January 24, 2021 4 min read
Products on Platforms? How to Solve the Visibility Problem
Bringing non-Mutual Fund data, such as SMA, UMA, CIT, UCITS, and more, into your ecosystem may present a visibility problem. Let’s look at SMAs…
October 8, 2020 3 min read
22c-2 Technology for Asset Managers: Welcome Clarity Compliance!
While SalesPage systems have typically been a primary source of record for our clients’ 22c-2 compliance, we now offer turnkey technology for asset managers…
June 20, 2020 3 min read
SalesPage Adds 25-Year Asset Management Veteran
We are excited to announce the addition of a new team member—John Pumphrey.…
June 10, 2020 1 min read
Value Culture Continues with New Hire: Mike Nemecek
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…
July 1, 2019 3 min read
SalesPage Aquires Advisor Atlas Team Data
SalesPage will be able to make advisor team data intelligence more accessible to all asset managers and provide the tools to more effectively realize…