Salentica Advisor Desk

Available from Salentica Inc.

• Designed to meet the most complex needs of wealth management firms
• Fast access to all important information - personal data, financial and account data at a client and household level with full audit functionality
• iParties (interested parties) - complete view of all centers of influence - CPAs, portfolio managers, trustees and more
• ActivitiesPlus - complete view of all client touch points and documents, with security-controlled access for enhanced monitoring and compliance
• Automated processes - client onboarding, account openings and terminations, client reviews, task assignments and more
• System integration with various systems including Schwab PortfolioCenter®, Eagle Investment Systems platform, Private Client Resources Palette Platform™, CWR Mobility, Advent Axys®, Advent Portfolio Exchange®, Laser App® in addition to seamless integration with Microsoft® Office (Outlook, SharePoint, Word, Excel)
• Increased Productivity
• Increased Operational Efficiency
• Ability to identify new prospects
• Increased Marketing Efficiency
• Enhanced Oversight and Compliance
• Enriched Client and User experience
• Multi-Level View of Client Relationships
• Automated Workflows
• Client Segmentation
• Back Office and Portfolio Systems Integration

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