Salentica Rolls Out Schwab OpenView Gateway Solution For Microsoft Dynamics CRM

Salentica Inc., a provider of Salentica CRM, an enhanced version of Microsoft Dynamics CRM, for wealth managers, has teamed up with Schwab Intelligent Technologies to offer the Schwab OpenView Gateway for both Salentica CRM and Microsoft Dynamics CRM users.

The Schwab OpenView Gateway for Microsoft Dynamics CRM links financial/brokerage account information from Schwab Advisor Center within Dynamics CRM. That means users can access real-time account balances, positions, transactions, alerts, account profiles and account documents including statements, trade confirms and tax documents - as well as synchronize Schwab account records with Dynamics CRM, according to company officials.

The new app will offer the benef...

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