Home > Blogs > Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Submitted by Technology Tools for Today on November 9th, 2015


Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance - a significant efficiency optimizer for RIAs.

Salentica, a market leader in providing integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers, is pleased to announce the integration of Gateway Data Delivery through the Schwab OpenView Gateway® providing actionable Schwab  custody account data in Salentica CRM.

The ability to access Schwab custody data in Salentica CRM, through Schwab OpenView Gateway affords advisors and their staff the ability to make custody account information such as Account Alerts, Balances, Positions and Account Details, actionable directly within Salentica CRM. Independent Registered Investment Advisors (RIAs) can use the data to trigger CRM automation events such as CRM workflows and view important account information like Cash Available within a CRM Dashboard.

Automated workflows, triggered by Schwab Alerts, allows advisors to monitor and take action on events affecting a client’s account. Advisors and their clients benefit from actionable data through enhanced client service, improved compliance, increased responsiveness and time savings.

“We appreciate the continued investment Salentica has made in Gateway integration in their ongoing effort to provide advisors on the Schwab platform with powerful tools that streamline advisor workflows and elevate client service,” – said Brian Shenson, Vice President, Schwab Advisor Services.

To learn more about the functionality of Gateway Data Delivery within Salentica CRM for Wealth Management, be sure to visit the Salentica Exhibitor booth (#560) during Schwab IMPACT® 2015 or attend Salentica’s Live Demo on Wednesday, November 11, 2015 at 12:15-12:45 pm EST, Showcase D in The Exchange.

About Salentica
Salentica is the leading provider of integrated CRM solutions for wealth managers, serving the needs of private wealth managers, RIAs, Family Offices, Trust Companies, Private Banks and Independent Broker Dealers for over 25 years. Salentica CRM is offered as both an On Premise and Cloud-based solution powered by the leading CRM solutions today including Microsoft Dynamics CRM and Salesforce CRM. Salentica CRM provides advisors with real-time access and a complete view of the client through our pre-built integration solutions to industry leading providers including Schwab OpenView Gateway®, Orion Connect®, Advent Black Diamond®, Envestnet | Tamarac, Laser App®, and portfolio accounting integration solutions for Advent Axys®, APX® and more. Salentica’s integration solutions use Salentica’s robust Data Broker technology ensuring the highest level of data security. Salentica is also a Gold Certified Microsoft Dynamics CRM partner as well as a Salesforce CRM AppExchange Partner.

Website Design For Financial Services Professionals | Copyright 2024 AdvisorWebsites.com. All rights reserved