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Salentica Releases Support for Move Money and Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

Submitted by Technology Tools for Today on July 17th, 2014


Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized Gains/Losses and Tax Lot information.

Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized Gains/Losses and Tax Lot information. Another new feature we are introducing is the ability to securely Move Money directly from within Salentica CRM via the Schwab OpenView Gateway™ integration to Schwab Advisor Center®, giving advisors a time saving tool, and a single place to view client information. Salentica CRM with Schwab OpenView Gateway™ also includes real time account balances, transactions, positions, alerts, account profiles and documents information.

“Feedback from our clients has been that Move Money capability and Cost Basis information within Salentica CRM through the Schwab OpenView Gateway™ would have high value for their firms. We are excited to be able to deliver these new capabilities for our clients. Our goal is to continue to leverage the capabilities of Schwab’s OpenView Gateway™ to deliver enhanced capabilities in Salentica CRM for our clients to help them drive new efficiencies and grow their business,” says Bill Rourke, President of Salentica.

“Schwab is committed to integrating technology solutions that enhance the advisor experience,” said Brian Shenson, Vice President, Advisor Technology Solutions, Schwab Advisor Services. “The addition of Move Money capabilities within Salentica CRM is a great example of how integration can benefit the advisor in a key client service workflow.”

This new functionality of Salentica CRM for Schwab OpenView Gateway™ will be released July 16, 2014.

About Salentica CRM
Salentica is the leading provider of CRM solutions for wealth managers, serving the needs of private wealth managers, RIA’s, Family Offices and Private Banks for over 17 years. Salentica CRM is offered as both an On Premise and Cloud-based solution that supports leading CRM solutions including Microsoft Dynamics CRM and Salesforce.com. Salentica CRM provides advisors with a complete view of the client through our pre-built integration solutions to industry leading providers including Schwab OpenView Gateway™, TD Ameritrade Institutional’s Veo®, Envestnet Tamarac Advisor Rebalancing, Laser App®, and back-office solutions for Advent Black Diamond, Axys® and 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.

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