Data Broker from SS&C Salentica

A cloud-based package of pre-built and maintained industry integrations, including real-time and persistent data exchanges amongst the industry's most popular products - Black Diamond, Tamarac, Orion, Addepar, MGP, Schwab, TD, and Fidelity.

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With the 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. Updates to the integrations required by Salentica or the provider of the data are deployed to the Salentica Data Broker, which reduces the need for frequent updates to the client’s CRM. Salentica Data Broker Architecture Today: The Salentica Data Exchange Service, which is part of the Salentica Data Broker Platform, provides the ability for a firm to map the data from a data source into their CRM. The Data Exchange Service eliminates the issues and conflicts created when fields are hard coded to the target CRM. The Salentica Data Broker enhances firm password security by eliminating the need to provide and maintain login credentials for multiple 3rd parties that require access to their CRM and acts as a trusted platform between the client’s CRM and the 3rd party data source with only one set of credentials being stored securely. The Salentica Data Broker is reviewed by external data security firms to ensure it provides a trusted integration platform.