Salentica Announces the Releases Schwab OpenView Gateway Solution for Microsoft Dynamics CRM Users

Salentica announced the general availability of Schwab OpenView Gateway for Microsoft Dynamics CRM, a third party application developed by Salentica for advisors using Microsoft Dynamics CRM 2011. The Schwab OpenView GatewayTM for Microsoft Dynamics CRM solution mirrors the behavior of the integration currently within Salentica CRM, providing real-time Schwab Advisor Services (Schwab) account data within Microsoft Dynamics CRM. Users can now access in Real Time account balances, positions, transactions, alerts, account profiles and account documents including Statements, Trade Confirms and Tax Documents. Firms can also synchronize Schwab account records with Dynamics CRM. Check it out here.