Schwab, Salentica Unveil Software Integration

Independent investment advisers who use Salentica Advisor Desk as their client relationship management (CRM) solution can view real-time information on their clients’ financial holdings within their CRM, including account balances, profiles, positions, transactions and alerts.

Salentica Advisor Desk was designed to focus on the needs of advisers by providing integrated workflows founded on industry best practices. Schwab OpenView Gateway is a product of Schwab Intelligent Technologies as part of the Schwab Intelligent Integration initiative.

“We are thrilled to bring the benefits of integration to advisers who work with Salentica,” said Brian Shenson, vice president of adviser technology solutions for Schwab Advisor Services. “We’ve seen how bringing information about clients’ financial holdings into the context of the CRM can have powerful impact on both business efficiency and client service.”

“We are excited about being part of Schwab OpenView Gateway and proud of the solution we’ve delivered to our clients,” said Bill Rourke, president, Salentica. “Our integration provides advisers a more complete picture of their client by having real-time data easily accessible. This functionality delivers on our vision of providing an integrated client management solution for advisers.”

Schwab Intelligent Integration is a multi-year initiative designed to increase integration between disparate systems and workflows in advisers’ offices. Schwab OpenView Integrated Office is a product of Schwab Performance Technologies and includes integration with Salesforce CRM. More information about Schwab Intelligent Integration is available at www.schwabintelligenttechnologies.com.

Salentica is a provider of client relationship management (CRM) and Content Assembly technology solutions for advisers.