• Salentica

SS&C Launches Salentica Data Broker

September 5th, 2018|Comments Off on SS&C Launches Salentica Data Broker

Secure, flexible integration application equips […]

  • Salentica

SS&C Marks Momentum Post Salentica Acquisition

April 11th, 2018|Comments Off on SS&C Marks Momentum Post Salentica Acquisition

Client footprint expands at record […]

  • Salentica

SS&C Announces Salentica Elements for Financial Advisors on the Salesforce AppExchange

September 13th, 2017|Comments Off on SS&C Announces Salentica Elements for Financial Advisors on the Salesforce AppExchange

SS&C Black Diamond customers can […]

  • Salentica

SS&C to Acquire Leading Advisor CRM Solution, Salentica

October 24th, 2016|Comments Off on SS&C to Acquire Leading Advisor CRM Solution, Salentica

Salentica brings next-generation client experience […]

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Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

November 9th, 2015|Comments Off on Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Salentica CRM provides actionable custody […]

  • Salentica

Salentica® CRM Protects Your Portfolio Data Using Microsoft® Azure

July 29th, 2015|Comments Off on Salentica® CRM Protects Your Portfolio Data Using Microsoft® Azure

Salentica uses Microsoft Azure for […]

  • Salentica

Salentica Announces Integration to Orion Portfolio Accounting System

January 30th, 2015|Comments Off on Salentica Announces Integration to Orion Portfolio Accounting System

Orion Advisor Integration now available […]

  • press-release

Salentica Silver Level Sponsor at AdventConnect 2014

August 22nd, 2014|Comments Off on Salentica Silver Level Sponsor at AdventConnect 2014

Salentica Silver Level Sponsor at […]

  • press-release

Salentica® Release Support for Move Money & Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

July 23rd, 2014|Comments Off on Salentica® Release Support for Move Money & Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

Salentica® Release Support for Move […]

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Wag the Custodian -How Ric Edelman’s bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

July 4th, 2014|Comments Off on Wag the Custodian -How Ric Edelman’s bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

Wag the Custodian -How Ric […]

  • press-release

Salentica® Announces Integration to TD Ameritrade Institutional’s Veo®

July 4th, 2014|Comments Off on Salentica® Announces Integration to TD Ameritrade Institutional’s Veo®

Salentica® Announces Integration to TD […]

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Salentica Announces Appointment of new Vice President of Operation and Delivery

July 4th, 2014|Comments Off on Salentica Announces Appointment of new Vice President of Operation and Delivery

Salentica Announces Appointment of new […]

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Salentica Exhibiting Sponsor at Schwab IMPACT®2013

July 4th, 2014|Comments Off on Salentica Exhibiting Sponsor at Schwab IMPACT®2013

Salentica Exhibiting Sponsor at Schwab […]

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Initial Launch of Advent Black Diamond Integration with Salentica CRM™

July 4th, 2014|Comments Off on Initial Launch of Advent Black Diamond Integration with Salentica CRM™

Initial Launch of Advent Black […]

  • press-release

Salentica Exhibiting Sponsor at AdventConnect 2013 Conference

July 4th, 2014|Comments Off on Salentica Exhibiting Sponsor at AdventConnect 2013 Conference

Salentica Exhibiting Sponsor at AdventConnect […]

  • press-release

Salentica Releases Schwab Openview Gateway™ Solution For Microsoft Dynamics CRM Users

July 4th, 2014|Comments Off on Salentica Releases Schwab Openview Gateway™ Solution For Microsoft Dynamics CRM Users

Salentica Releases Schwab Openview Gateway™ […]

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Schwab and Salentica Announce Launch of Integration for Independent Investment Advisors

July 4th, 2014|Comments Off on Schwab and Salentica Announce Launch of Integration for Independent Investment Advisors

Schwab and Salentica Announce Launch […]

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Schwab Introduces Technology Vendor Review Site for Independent Investment Advisors

July 4th, 2014|Comments Off on Schwab Introduces Technology Vendor Review Site for Independent Investment Advisors

Schwab Introduces Technology Vendor Review […]

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Envestnet | Tamarac Announces Integration Of Advisor Rebalancing With Salentica Advisor Desk™ CRM

July 4th, 2014|Comments Off on Envestnet | Tamarac Announces Integration Of Advisor Rebalancing With Salentica Advisor Desk™ CRM

Envestnet | Tamarac Announces Integration […]

  • press-release

Advisors Reduce Time Spent On Form Filling With Laser App Integration

July 4th, 2014|Comments Off on Advisors Reduce Time Spent On Form Filling With Laser App Integration

Advisors Reduce Time Spent On […]

  • press-release

Salentica Releases Laser App Integration to Enable Advisors to Reduce Time Spent On Form Filling

July 4th, 2014|Comments Off on Salentica Releases Laser App Integration to Enable Advisors to Reduce Time Spent On Form Filling

Salentica Releases Laser App Integration […]

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Salentica has Entered the Pilot Phase of Testing the Integration with Schwab OpenView Gateway™

July 4th, 2014|Comments Off on Salentica has Entered the Pilot Phase of Testing the Integration with Schwab OpenView Gateway™

Salentica has Entered the Pilot […]

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Salentica gets Gold in Microsoft Competency

July 4th, 2014|Comments Off on Salentica gets Gold in Microsoft Competency

Salentica gets Gold in Microsoft […]

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Salentica Advisor Desk with Schwab OpenView Gateway™ reaches Beta Testing

July 4th, 2014|Comments Off on Salentica Advisor Desk with Schwab OpenView Gateway™ reaches Beta Testing

Salentica Advisor Desk with Schwab […]