Schwab Intelligent Technologies, the technology services provider arm of Charles Schwab, announced today the integration of real-time Schwab custody data with leading CRM solution Salentica Advisor Desk.
The Salentica Advisor Desk with the Schwab OpenView Gateway is a platform for independent investment advisors to access real-time information on their clients' financial holdings through the Salentica CRM solution. The custody information, which will be available from Schwab Advisor Services, includes account balances, profiles, positions, transactions and alerts.
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