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Data Broker from SS&C Salentica
A Package of Pre-Built Financial Service Specific Integrations
- Industries
- Financial Services
- Business Need
- Integration
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- Salentica Data Broker/Broker Prod May 2024 2.25.0
- Listed On
- 10/19/2018
- Latest Release
- 05/29/2024
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 1Custom Tabs: 0Custom Apps: 0
- Lightning Components
- Global: 1App Builder: 1Community Builder: 0
- Languages
- English
Security
Additional Details
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.
Need help?
SS&C Technologies, Inc.
Salentica’s industry leading technical support and training resources allows our clients to receive maximum benefit from their CRM solution. Salentica offers a primary web-based support portal as well as secondary phone support.