Salentica Portfolio Center® Integration

Leverage financial data in your CRM application

For wealth managers, registered investment advisors, family office, wealth managers and retail brokers.

Salentica for PortfolioCenter® from Schwab Performance Technologies, leverages the data in your organization's PortfolioCenter system to help you manage client relationships more effectively.

By extending PortfolioCenter's financial information to Salentica CRM and the Microsoft CRM, this integration solution provides fully automated synchronization of Securities, Groups, Portfolios and Holdings. Through the user-friendly CRM interface, you can access current views of financial holdings and optimize your client service.

Using industry best practices to create this PortfolioCenter-CRM integration, Salentica offers the solution on either a hosted or on-premise basis. Clients may also choose to implement the standard offering or customize it to meet their own particular integration needs.

• Improved workflow with alerts and notifications - know when significant events happen: trades, purchases, asset mix imbalances, sales, and more

• Comprehensive at-a-glance client information - easily generate reports within the CRM

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