Addepar Data Download
Data Broker consumes information from Addepar to be loaded into a CRM tool. Currently, Data Broker loads the data to Elements, Engage or the client firm's Salesforce or Microsoft Dynamics instance. Once the data is extracted from Addepar it is mapped to fields within the CRM that were set up during implementation. …
07-Feb-2023
Impact and Necessary Action Steps for Schwab & TD Merger and Data Broker
Due to the merger of Schwab and TD Ameritrade, account data flowing into your firm's Portfolio Management System (PMS) and the CRM via Data Broker could possibly change, leading to duplicate data, if appropriate steps are not taken. Please see the information on how the merger impacts you and any necessary action ste…
06-Sep-2023
Valuation Date
When using Data Broker to replicate data from a third-party system, Salentica will show a Valuation Date for your reference. This date lets you know when the account/portfolio data was last updated through the Data Broker integration. The Valuation date will not be the current date because the custodial data flows i…
03-Aug-2023
Data Broker Release Notes May 2023
Schwab and Black Diamond Multiple Persistent Data Feeds--Beta Data Broker can now accept multiple persistent data integrations on a single object or record in the CRM. For firms with both Black Diamond and Schwab as their custodian, they will now be able to enable both persistent data feeds and have data from both s…
30-Jan-2024
Data Broker Release Notes January 2023
The SS&C Salentica team is pleased to announce the latest release of Salentica Data Broker. The release includes the general release of new features including new Consolidated Buttons, creating relationships and timeline posts to Black Diamond from the CRM, and Check out the new features that are available in Salent…
30-Jan-2024
Whitelisting New Data Broker IP Addresses
In order to bring you the best possible CRM experience, we have recently made enhancements to our DataBroker hardware. In order to ensure a smooth transition, firms will need to whitelist the new IP Addresses belonging to these new servers. This will ensure that the Data Broker connection persists moving forward with…
17-Feb-2023
