Schwab Intelligent Technologies

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


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.

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