Family Office
MARKET SOLUTIONS > FAMILY OFFICE
Salentica Advisor Desk delivers a single and complete view of client information enabling you to closely track relationships, client portfolio and trust data, market more effectively, strengthen oversight and compliance and drive efficiency throughout your operation.
Through a familiar Microsoft Outlook interface, access Know Your Client data, including personal information, portfolio and account data (along with performance via integration to your backoffice), key relationships around your clients as well as a robust Client Book (client statement) tool. Easily view all client touch points and documents (via Sharepoint integration), with security-controlled access, even from your Blackberry® or choice of PDA.
Client Book - For Simplified and Tailored Client Reporting
Aggregate assets from multiple sources, including your portfolio system to provide complete reporting to your client
Deliver the reporting your clients need in the format they require. Personalize the statements to include the pages and sections your client and their advisors require
Reduce the errors and costs associated with integrating data from your CRM to disparate client reporting systems
Undertake both your client management and reporting activities from within Salentica Advisor Desk
Activities Plus - Complete view of Activities
Capture and view all activities surrounding your client, by anyone in your firm
View activity rollups at the Household level - view activities for anyone within the household
Easily create Activity Reports from Activities Plus
iParties - Easily track relevant relationships
Graphically understand all account influencers such as lawyers, accountants, portfolio managers, trustees and more
Understand your virtual team that sells, services and manages your clients
Call Reports & Notifications
Know when significant events happen such as trades completed, purchases made, asset mix imbalances, new clients and more
Automatically route call reports to the client management team, delivered to their desktop or handheld device
With Salentica Call Reporting, know about important calls in real time
Event Manager
Create and track events within the CRM, capture invitation lists, RSVP's and more for your clients
Easily create Event Reports inlcuding Attendee lists, Mailing info (email and mail) as well as Event Expenses and export to Excel
Remote Access
On-line with a secure logon through your Internet browser
Off-line through Microsoft Outlook Client
Blackberry® or PDA Support
Works the Way You Do
Synchronization between MS CRM and Outlook for Contacts, Appointments, Tasks, Emails and Call Reports
View synchronized CRM data on your Blackberry or other PDA
Familiar Microsoft look and feel
Available as an On-premise (your servers) or a Hosted solution
Support for Blackberry and Window Mobile through TenDigits Mobile Access
