Financial Product Wholesaling
MARKET SOLUTIONS > FINANCIAL PRODUCT WHOLESALING
Salentica Advisor Desk provides vital management information that enables you to optimize Independent Advisor and Retail Broker relationships, improve marketing and client management, track leads and prospects, strengthen oversight and compliance and drive efficiency throughout your operation.
Through a familiar Microsoft Outlook interface, easily access all Advisor communications and event activity, Trades and Holdings data, as well as Expenses and Merchandise requests - even from your Blackberry® or choice of PDA. Easily report on information within the CRM for your organziation.
Activities Plus - Complete view of Activities
Capture and view all activities surrounding the Advisor, by anyone in your firm
View activity rollups at the Branch and Dealer level - across all Advisors in a Branch
Easily create Activity Reports from Activities Plus
iParties - Easily track relevant relationships
Graphically understand all relationships around the Advisor including Branch Managers, Assistants, Sales Coordinators and more
Understand your virtual team that sells, services and manages your clients
Call Reports & Notifications
Know when significant events happen such as purchases, redemptions, new Advisors added and more
Automatically route call reports to the sales 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
Profitability Analysis through Expense Tracking and Sales & Asset Viewer
Automatically replenish data from daily feeds (i.e. RBC Dexia and Citigroup) to see who's selling
View rollups of Sales and Assets by Advisor, Branch, Fund, Dealer, Wholesaler and more
Track sales against expenses, and expenses by advisor
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
Leverage integration with popular backoffice solutions like RBC Dexia and Citigroup
Available as an On-premise (your servers) or a Hosted solution
Support for Blackberry and Window Mobile through TenDigits Mobile Access
