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.


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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.

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