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May 22, 2019

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.

May 17, 2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

May 16, 2019

Empowerment and education in the retirement industry

How do you juggle the competing goals of paying off student loans while saving for retirement? Or reducing debt while buying a home? Our whitepaper, Why the retirement industry needs to step up its game, discusses how engagement and education are key to reducing financial stress.

May 14, 2019

Distribution Strategy–The focus is on sales efficiency

Asset managers have made a concerted effort to modernize.  Through investments in data, business intelligence, and sales enablement applications, change is happening.  However, at our Distribution Strategy Roundtable, it became clear that distribution organizations are struggling with what to change and how to implement new processes.  Here are a few areas where we saw firms being challenged, and some recommendations that were offered at the roundtable to overcome those challenges.

May 3, 2019

Active non-transparent ETFs and mutual funds – A transformational change?

In a March 2019 blog titled ETFs – Looking into the future, I referenced an earlier blog post from February 2018, ETFs: An industry in flux.  I wrote in this earlier blog that, subject to regulatory approval, I hoped to see a great deal of product innovation in 2018—namely actively-managed, non-transparent ETFs.  Well, it seems that at last, and better late than never, the SEC has finally given conditional approval to one strategy: Precidian’s ActiveShares.

May 2, 2019

Making the switch from PortfolioCenter to Black Diamond

Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. The firm recently replaced their legacy portfolio management system with Black Diamond, allowing them to enhance their client experience.

May 1, 2019

Four questions every property manager asks about facilities management software

Regardless of the type or size of the properties you manage, strategic management of your maintenance operation should be a high priority. Efficient management and control of your facilities could be the difference between revenue growth and revenue stagnation. The best way to gain control over your maintenance operation is through the use of a mobile-compatible facilities management software solution.

Apr 29, 2019

RIA distribution: 3 things we can expect in 2019 and beyond

The RIA market is frequently touted as being different. But is it really that different from other channels of wealth management? Yes, there are cultural nuances and differences for every single RIA firm and yes, there are business and ownership considerations RIAs have that broker/dealer affiliated advisors do not. However, delivering holistic financial planning and advice does not vary by channel for fiduciary-minded (and mandated) individuals and teams.