The SS&C Salentica team is pleased to announce the latest release of Salentica Data Broker. The release includes the update of the Black Diamond Relationship Name field, Move Money option now available in a Consolidated Button, and continued Infrastructure Improvements. See more details below on the latest updates.

 

New Features

Black Diamond

Option to use Relationship Display Name instead of Relationship Name

• Relationship Name will be the default option but firms may now choose to use either a Relationship Name or Relationship Display Name
• If Display Name is the default option, but a record's value is blank, the Relationship Name will be used for that record
• Please reach out to our Support Team to enable the setting to show Display Name rather than the Relationship Name for Relationships in Elements

 

Schwab--Dynamics 365

Move Money now available in a Consolidated Button

• Previously, Move Money was only available in its own component, now it is a Consolidated Button.

 

Infrastructure Improvements

• Continued infrastructure improvements to increase functionality and user experience

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Fixes

General/Multiple Integrations

• Resolved an issue where certain Real Time Controls did not prompt to login upon the first attempt

Advent

• Resolved an issue where custom fields did not populate

Black Diamond

• Resolved an issue where manual jobs did not trigger
• Resolved an issue with the Zip Code field on Financial Accounts
• Resolved an issue where certain custom fields would not load if other custom fields were invalid
• Easier diagnosis of custom fields with invalid characters with new, improved error logging

LaserApp

• Laser App - Anywhere integration restored

Modestspark

• Resolved an issue with the Consolidated Button not redirecting to Modestspark login

Schwab

• Resolved an issue with the initial enrollment for new users related to Schwab's terms & conditions
• Resolved an issue with Schwab Alerts

 

• Resolved an issue with Account Profiles and Account Balances not displaying properly