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Salentica Data Broker from Salentica
CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth management with AUM tracking, client household management, workflow automation, document management, and integration with portfolio management systems. Includes compliance and audit trail features.
Product analysis by function
Client Relationship Management (CRM) Systems for Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.
More Client Relationship Management (CRM) Systems
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Client Data Management
(10 Yes /10 Known /12 Possible features)
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Contact Information Storage Store and manage comprehensive client contact details including address, phone number, and email. |
CRMs built on Dynamics 365 and Salesforce universally offer client contact info storage as a core CRM function. | |
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Document Management Ability to upload, categorize, and retrieve client-related documents (KYC, agreements, etc.). |
Document management is explicitly supported per product notes; both Dynamics and Salesforce platforms natively support document upload and storage. | |
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Custom Data Fields Add and configure custom fields for unique client data relevant to advisory practices. |
Custom data fields are supported as part of 'tailored' CRM customizations and platform capability. | |
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Data Validation Automated checks to ensure accuracy and completeness of client data. |
Modern CRMs provide automated data validation; Salentica Data Broker is built on such platforms. | |
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Client Segmentation Tag and segment clients based on demographic, behavioral, or portfolio criteria. |
Client segmentation described/implied by 'client household management' and is a normal CRM feature. | |
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Bulk Data Import/Export Import/export client data in bulk with standardized formats (e.g., CSV). |
Bulk data import/export is natively available on Dynamics and Salesforce, inherited by Salentica. | |
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Data Encryption Secure encryption of client data both at rest and in transit. |
Data encryption at rest and in transit is standard on Salesforce and Dynamics 365. | |
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Duplicate Detection Automatic identification and handling of duplicate client records. |
Duplicate record detection is a built-in feature in both Dynamics and Salesforce. | |
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Timestamped Records Automatic recording of when client data is added or modified. |
Timestamped records (who/when added or modified) are standard for audit and compliance in both platforms. | |
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Record Capacity The maximum number of client records the CRM can manage efficiently. |
No information available | |
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Data Retention Policies Customizable rules for data retention and deletion based on regulations. |
Data retention and deletion policies can be implemented to meet compliance requirements on Salesforce/Dynamics. | |
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Data Backup Frequency How often client data is backed up. |
No information available |
Compliance & Security
(8 Yes /8 Known /11 Possible features)
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Audit Trail Maintain a timestamped log of system and user actions for all client records. |
Audit trail/compliance features are specifically mentioned in the product notes. | |
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Role-based Access Control Granular user permissions based on staff roles to restrict sensitive information access. |
Role-based access is a foundational security feature in Dynamics 365 and Salesforce. | |
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Two-Factor Authentication System supports 2FA for user login to enhance security. |
Two-factor authentication is a standard login security option for both host platforms. | |
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GDPR/CCPA Compliance Features to support compliance with global data privacy regulations. |
Salesforce and Dynamics 365 provide GDPR/CCPA compliance tools; referenced under compliance support. | |
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Automated Regulatory Reports Automated generation of regulatory compliance reports. |
No information available | |
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KYC/AML Integration Built-in or integrated tools for Know Your Customer (KYC) and Anti-Money Laundering (AML). |
Wealth management versions typically offer KYC/AML workflows and integrations—standard for the segment. | |
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Access Log Retention Length of time access logs are stored. |
No information available | |
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Encryption Standards Implementation of industry-standard encryption (e.g., AES-256). |
Industry-standard encryption such as AES-256 is used by both CRMs' underlying infrastructure. | |
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Data Masking Sensitive information is masked from non-authorized users. |
Data masking by role/permission is standard in major CRMs. | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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IP Whitelisting Restrict platform access to specified IP addresses. |
IP whitelisting possible due to enterprise-grade security configurations on Dynamics/Salesforce. |
Workflow Automation & Task Management
(10 Yes /10 Known /11 Possible features)
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Automated Task Assignment Automatically assign tasks to appropriate team members based on workflow rules. |
Automated task assignment is a feature within Dynamics and Salesforce workflow engines, used by Salentica. | |
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Task Templates Predefined templates for common processes (onboarding, reviews, etc.). |
Task templates for onboarding etc. are available on Dynamics/Salesforce and can be customized for wealth management. | |
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Reminders and Alerts Set and automate reminders/alerts for meetings, tasks, renewals, and deadlines. |
Reminders and alerts are core CRM calendar and workflow options in platform. | |
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Approval Workflows Built-in workflows for approval processes (e.g., compliance checks). |
Approval workflows are supported through configurable process builders/workflows. | |
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Calendar Integration Synch tasks and appointments with calendars (e.g., Outlook, Google). |
CRM calendar integration with Outlook/Google is standard. | |
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Workflow Customization Users can define custom workflows suitable for specific advisory business processes. |
Workflow customization is a listed product benefit and is core to both platforms. | |
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Task Tracking Track task progress, completion, and assignment status in real-time. |
Task tracking is standard CRM/workflow behavior in these systems. | |
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Task Notification Methods Multiple notification channels supported (email, SMS, in-app). |
Task notifications by multiple channels is available on these platforms, either natively or via add-ons. | |
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Concurrent Task Capacity Maximum number of simultaneous tasks the system can manage efficiently. |
No information available | |
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Recurring Tasks Support for scheduling automatic recurring tasks. |
Recurring tasks are supported in scheduling and workflow features. | |
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Delegation Capabilities Ability to delegate tasks to other users, with notification and tracking. |
Delegation is a standard concept in CRM workflow/task systems and is customizable in Salentica. |
Communication & Engagement
(10 Yes /10 Known /11 Possible features)
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Email Integration Send and receive client emails from within the CRM. |
Email integration is core in both Dynamics and Salesforce, so available. | |
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SMS Messaging Ability to send SMS notifications and messages to clients. |
SMS messaging can be enabled by plug-ins/integrations, which are common and supported in Salentica's ecosystem. | |
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Call Logging Record call notes and attach to client records. |
Call logging/note-keeping is native to CRM activities log. | |
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Meeting Scheduling Integrated tools to schedule meetings and send calendar invites. |
Meeting scheduling is standard via calendar integrations as described in product and platform. | |
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Marketing Automation Create and automate personalized email and marketing campaigns. |
Marketing automation can be enabled through add-ons (Dynamics Marketing, Salesforce Pardot); Salentica integrations support this. | |
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Document E-signature Facilitate secure electronic document signing within the platform. |
Document e-signature is available via integrations such as DocuSign/AdobeSign, commonly used with both platforms and often included through Salentica. | |
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Engagement Analytics Track and report on all client interactions to analyze engagement. |
Engagement analytics is supported by activity tracking and reporting offered natively. | |
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Mass Communication Capacity Maximum number of contacts reachable in a single mass communication (e.g., newsletter). |
No information available | |
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Communication Archiving Retention and searchability of all historical communications. |
Communication archiving is platform-native via activity history and storage policies. | |
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Multi-Channel Support Support for omnichannel communications (email, phone, chat, etc.). |
Multi-channel support is referenced (chat, call, email, etc.), native on both platforms. | |
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Communication Templates Pre-defined and customizable templates for rapid communication. |
Communication templates are provided with most CRM/marketing modules. |
Reporting & Analytics
(9 Yes /9 Known /10 Possible features)
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Customizable Dashboard Configurable dashboards that display key data and KPIs. |
Customizable dashboard is a major selling point of Salesforce and Dynamics, adopted by Salentica. | |
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Report Builder Interactive tools to design, customize, and generate reports. |
Report builder tools are available in both platforms and used in wealth management solutions. | |
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Pre-built Report Library Access to a repository of standard financial/advisory reports. |
Pre-built report libraries are available and extended for financial/crm modules. | |
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Visual Analytics Charts, graphs, and data visualization tools for insights. |
Visual analytics (charts/graphs) are standard and highly configurable. | |
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Export Reports Export report data to PDF, Excel, CSV, etc. |
Export to PDF, Excel, etc. is natively supported in CRM reporting tools. | |
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Automated Report Scheduling Automatic generation and delivery of reports at set intervals. |
Automated report scheduling is supported through workflow automation in both Dynamics and Salesforce. | |
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Real-Time Data Updates Reports are refreshed with live data. |
Real-time data updates are part of the platform architecture for reporting dashboards. | |
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Drill-down Analysis Ability to drill down from summary to detailed views in reports. |
Drill-down analysis is present in platform dashboards and reporting. | |
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Custom Metric Tracking Track and analyze key metrics unique to the advisory firm. |
Custom metric tracking can be implemented through configurable reports and dashboard widgets. | |
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Report Retention Period How long generated reports are stored and accessible. |
No information available |
Integration & API
(8 Yes /8 Known /10 Possible features)
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Portfolio Management System Integration Direct integration with third-party portfolio management tools. |
Portfolio management system integration is a listed feature for Salentica (supported via API/connectors). | |
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Email/Calendar Integration Synchronize with major email and calendar providers. |
Email/calendar integration with Outlook/Exchange/Google, serviced by platform. | |
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APIs for Customization Robust APIs for custom integrations with internal or third-party tools. |
Robust APIs on Dynamics/Salesforce enable customization and integration. | |
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Webhooks Support Support for webhooks to react to real-time data and events. |
Support for webhooks via platform APIs for event-based integrations is available. | |
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Data Import/Export APIs APIs for bulk data migration in/out of the CRM. |
APIs for bulk migration/import/export are standard in these CRMs. | |
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Zapier/IFTTT Integration Integration with automation services like Zapier or IFTTT. |
Zapier and IFTTT integration are available for both ecosystems via connectors. | |
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Open Banking Integration Support for connecting transaction data via Open Banking APIs. |
Open Banking integration can be built/configured via API as part of Salentica's wealth management focus. | |
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e-Signature Integration Pre-built integrations with digital signature platforms. |
E-signature integrations (DocuSign/AdobeSign) are standard connectors on both platforms. | |
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Integration Capacity Number of simultaneous third-party integrations supported. |
No information available | |
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Integration Setup Time Average setup time for connecting a new integration. |
No information available |
Onboarding & Client Portal
(8 Yes /8 Known /10 Possible features)
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Digital Onboarding Workflow Step-by-step guided onboarding process for new clients. |
Digital onboarding workflow is a cited use case for Salentica and supported by workflow customizations. | |
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Online Form Support Create, share, and process digital forms for profile completion and KYC. |
Online/digital form support is provided through the platform and frequently configured for onboarding/KYC. | |
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Client Portal Access Secure online portal for clients to access portfolios, documents, and communication. |
Client portal access is standard for Salentica's Data Broker solution. | |
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Real-Time Application Status Tracking Clients can view onboarding progress and outstanding items. |
Real-time status tracking is described as part of onboarding/portal features. | |
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Portal Customization Ability to brand and customize the client portal experience. |
Portal customization/branding is cited in Salentica portal documentation. | |
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Client Self-Service Features Clients can update contact info, upload documents, and schedule meetings via portal. |
Client self-service (update info, scheduling) is a standard modern portal feature for CRMs. | |
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E-signature Within Portal Clients can sign and submit required forms digitally through the portal. |
E-signature within portal is feasible via integrations (DocuSign, etc.). | |
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Portal Login Methods Supports multi-factor and/or social login to the portal. |
Portal supports multiple authentication options (including multi-factor), as inherited from platform. | |
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Portal User Capacity Maximum number of concurrent client portal users. |
No information available | |
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Multilingual Support Portal available in multiple languages. |
No information available |
Mobile & Accessibility
(6 Yes /6 Known /10 Possible features)
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Mobile App Availability Dedicated mobile apps for iOS and Android devices. |
Mobile apps for Dynamics and Salesforce are standard and supported by Salentica integrations. | |
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Responsive Web Design Access CRM via mobile browsers with adaptive layouts. |
Responsive web design is available in both platform portals and is a requirement for modern CRM. | |
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Push Notifications Send real-time push notifications to mobile devices. |
Push notifications can be sent from mobile apps. | |
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Offline Access Some CRM functions are available without an internet connection. |
Offline access is possible for some functions in platform mobile apps (read/edit limited data offline). | |
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Screen Reader Compatibility Platform supports screen readers and accessibility tools. |
Screen reader compatibility is standard and required for both Dynamics 365 and Salesforce. | |
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Mobile Feature Parity Extent to which mobile features match desktop features. |
No information available | |
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Device Support Number of device operating systems/browsers supported. |
No information available | |
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Accessibility Compliance Level Degree of adherence to accessibility standards (e.g., WCAG 2.1 level). |
No information available | |
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Gesture Support Supports touch, swipe, and gesture-based controls on mobile. |
Gesture support on mobile is available via CRM mobile apps. | |
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Mobile App Store Ratings Average user rating on major app stores. |
No information available |
Performance & Scalability
(4 Yes /4 Known /10 Possible features)
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Average Response Time Typical time for system to respond to user actions. |
No information available | |
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Uptime Guarantee Percentage of annual uptime guaranteed by SLA. |
No information available | |
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Concurrent User Support Number of users who can simultaneously interact with the system without performance loss. |
No information available | |
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Data Throughput Amount of data processed per second. |
No information available | |
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Database Scaling Support for scaling databases vertically or horizontally. |
Database scaling is built into the cloud-native architecture of both platforms. | |
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Performance Monitoring Tools Tools to monitor, alert, and diagnose performance issues. |
Performance monitoring tools are part of the admin portal for these CRMs. | |
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Latency under Load System latency when processing maximum intended workload. |
No information available | |
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Geo-Distributed Hosting Option for geographically distributed server infrastructure. |
Geo-distributed hosting is an option on both Microsoft Azure and Salesforce Clouds. | |
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Load Balancer Support Built-in load balancer or compatibility with external solutions. |
Load balancer support is native in cloud infrastructure for Dynamics/Salesforce. | |
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Maximum Scalability Limit Estimated maximum users and records supported without significant redesign. |
No information available |
User Experience & Customization
(9 Yes /9 Known /10 Possible features)
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Drag-and-Drop Interface User interface supports intuitive drag-and-drop for organizing information. |
Drag-and-drop UI is available for dashboards and workflow arrangement. | |
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Custom Dashboard Widgets Users can create and configure their dashboard widgets. |
Custom dashboard widgets supported by both CRM platforms. | |
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White Labeling Custom branding for both internal and client-facing modules. |
White labeling is offered for client-facing modules. | |
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Training & Onboarding Resources Availability of guides, tutorials, and training sessions for users. |
Training and onboarding guides/resources are available via Salentica and the platforms. | |
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Multiple Language Support User interface is available in several languages. |
Multiple language support is provided in Dynamics/Salesforce UI and by Salentica modules. | |
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Accessibility Settings Adjustable settings for color contrast, text size, and other accessibility needs. |
Accessibility settings can be adjusted in both platforms. | |
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Theme Customization Choose or define custom color schemes and layouts. |
Theme customization is available for dashboards and client portals. | |
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Favorites & Shortcuts Users can create their own navigation shortcuts and favorite features. |
Favorites and shortcuts are available on personalized dashboards. | |
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User Feedback Mechanism Built-in channels for users to provide feedback or request improvements. |
User feedback mechanisms are present as platform modules or through Salentica. | |
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User Training Time Average time required to train new users to proficiency. |
No information available |
Support & Vendor Reliability
(9 Yes /9 Known /10 Possible features)
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24/7 Technical Support Access to technical support at all times. |
24/7 technical support is available via Salentica/MS/Salesforce enterprise plans. | |
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Dedicated Account Manager Assignment of a specific support contact for each customer. |
Dedicated account management offered for enterprise/partner customers. | |
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Knowledge Base Access Comprehensive, searchable documentation and FAQs. |
Knowledge base is provided by Salentica and underlying platforms. | |
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Service Level Agreement (SLA) Guaranteed response and resolution times as per SLA. |
SLA-backed platform support is standard for enterprise customers. | |
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Product Roadmap Visibility Customers can view future product development plans. |
Product roadmap visibility is often given to enterprise clients and is available via Salentica. | |
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Community Forum Peer-to-peer user community for advice and best practices. |
Community forums exist for both Salentica and the hosting platforms. | |
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Onboarding Assistance Hands-on help during implementation and data migration. |
Onboarding assistance is provided as a service by Salentica implementation team. | |
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System Status Dashboard Real-time system health and incident reporting. |
System status dashboard provided by Salesforce, Microsoft, and often on Salentica portal. | |
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Multi-language Support Center Support assistance is available in different languages. |
Multi-language support in support center available via vendor platforms. | |
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Average Support Response Time Typical time to first response from support. |
No information available |
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