SalesPage Technologies and Coates Analytics have joined forces to offer mutual fund companies a customer relationship management tool with detailed information on distributors. The offering imports Coates data into a SalesPage portal.

One of the companies’ first customers, Brian Taranto, vice president and director of distribution administration at Eaton Vance Distributors, said it helps the firm to “better define target audiences and identify new opportunities. Our wholesalers can retrieve critical product performance information before making visits to financial advisers, thereby enhancing the quality of each interaction they are having.” The product also includes details on brokerage firm branches and bestselling products, by producer, in each.

Subscribe Now

Access to premium content including in-depth coverage of mutual funds, hedge funds, 401(K)s, 529 plans, and more.

3-Week Free Trial

Insight and analysis into the management, marketing, operations and technology of the asset management industry.