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Salentica Engage Relationship page, showing relationship details, coverage team, important notes, and all related activity history.
Product Description
About this Product
An integrated CRM platform powered by Microsoft Dynamics 365:
- Boost efficiency with workflow automation capabilities
- Leverage deep integration with Office 365, Flow & Power BI
- Elevate client experience with anywhere access to client data
About SS&C | Salentica
SS&C Salentica is a leading provider of integrated Client Relationship Management (CRM) solutions with over 20 years of experience exclusively with Financial Services. Salentica solutions are available on two premier platforms, Salesforce and Microsoft Dynamics 365. Our deep domain knowledge in Financial Services coupled with our CRM expertise enables us to develop solutions to fit an extensive range of profiles. We believe that effective and efficient client relationship management is critical today more than ever. We are committed to continually evolving to reflect the changing needs of our clients. Salentica brings together innovative CRM technologies and unparalleled partnerships and alliances with leading technology solutions, including the Schwab OpenView Gateway, to provide best of breed solutions and a truly integrated experience.
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Integration Capabilities
Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.