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Data Broker from SS&C Salentica
A Package of Pre-Built Financial Service Specific Integrations
Starting at $60 USD/user/year
- 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.


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Highlights
Choose from 100+ available fields to map during a simple 1-time implementation project. Then sit back as incoming data begins to populate directly inside CRM.
Unlock client data with the power of integration to core technology systems.
Gain access to real-time client data in your current CRM without migrating to a new CRM solution.
Provider Details
SS&C Technologies, Inc.
Pricing Details
Actual pricing is based of AUM, and number of users.
Default Plan
$60 USD/user/year
Lowest Starting Price