Optimizing your tech stack is easily said and can just as easily be done with the Salentica Data Broker, built for Microsoft® Dynamics and Salesforce®. So long are the days of inefficiencies and NIGOs. Watch this recorded webinar to see how Salentica Data Broker gives CRM users the ability to securely access client account data from leading custodians and portfolio management systems.
Salentica Data Broker: the wealth management integration platform
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