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 in …
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. To…
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 witho…
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 Salenti…
