Salentica

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.

From its 2014 Financial Services Conference, Laser App Software is pleased to announce it has added 40 new customers so far in 2014. The forms-filling and automation management software provider sites the growing need for advisor efficiency as a key driver of broker-dealer and advisor adoption of its solutions.