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.
