With Salentica Data Broker, only one package needs to be installed and maintained in a firm’s CRM to be able to provide access to real-time custodian information as well as portfolio management and financial planning data that a firm relies on to service their clients.

Updates to the integrations required by Salentica or the provider of the data are deployed to the Salentica Data Broker, as a result, reducing the need for frequent updates to the client’s CRM.

Features & benefits

• Cloud-based
• Extensive range of integrations
• Increased operational efficiency
• Holistic view of clients
• Secure, real-time access to data
• Fast and simple deployment

For Salesforce.com and Microsoft Dynamics
With Salentica Data Broker, advisors are empowered to deliver timely and superior service to their clients. Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business and gain a 360° view of their clients.

Salentica Data Broker provides access to real-time custodian information as well as critical client data from portfolio management and financial planning systems. Advisors using Microsoft Dynamics can quickly deploy Salentica’s cloud-based Data Broker by following some simple configuration instructions.