Salentica Data Broker Overview

Salentica Data Broker is a powerful integration software designed to facilitate seamless data exchange between various financial systems and applications. This platform enables wealth management firms to connect their CRM systems with accounting, trading, and reporting tools, ensuring that all client information is synchronized and accessible. With features such as automated data mapping, real-time updates, and customizable workflows, Salentica Data Broker enhances operational efficiency and reduces the risk of data discrepancies. Users can streamline their processes by automating data transfers, allowing teams to focus on strategic initiatives rather than manual data entry. The software supports various data formats and integration protocols, making it versatile for different applications. By optimizing data integration, Salentica Data Broker helps organizations improve decision-making, enhance client service, and drive overall business performance.

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Contact Details

  • Vendor Name Salentica
  • Founded 1997
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Accounting, Advertising & Marketing, Automotive, Computer Software

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Salentica Data Broker Features

  • Arrow Icon Multiple Data Sources
  • Arrow Icon Database Support
  • Arrow Icon Dashboard
  • Arrow Icon Workflow Management
  • Arrow Icon Data Connectors
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Synchronization
  • Arrow Icon Data Import/Export
  • Arrow Icon Web Services
  • Arrow Icon Real-Time Data
  • Arrow Icon Data Management
  • Arrow Icon Data Warehouse
  • Arrow Icon API
  • Arrow Icon Data Extraction
  • Arrow Icon Data Aggregation and Publishing
  • Arrow Icon Configurable Workflow
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Access Controls/Permissions

Salentica Data Broker Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$90 Per User

Salentica Data Broker FAQs

Salentica Data Broker is a powerful integration software designed to facilitate seamless data exchange between various financial systems and applications. This platform enables wealth management firms to connect their CRM systems with accounting, trading, and reporting tools, ensuring that all client information is synchronized and accessible. With features such as automated data mapping, real-time updates, and customizable workflows, Salentica Data Broker enhances operational efficiency and reduces the risk of data discrepancies. Users can streamline their processes by automating data transfers, allowing teams to focus on strategic initiatives rather than manual data entry. The software supports various data formats and integration protocols, making it versatile for different applications. By optimizing data integration, Salentica Data Broker helps organizations improve decision-making, enhance client service, and drive overall business performance.

  • No, Salentica Data Broker does not offer a free version.

  • Yes, Salentica Data Broker offers a free trial.

  • No, Credit Card details are not required for the Salentica Data Broker trial.

  • Salentica Data Broker offers the following pricing plans & packages:

    Basic

    $90 Per User

  • Salentica Data Broker supports the following payment frequencies:

    • Monthly Subscription

  • No, Salentica Data Broker does not offer an API.

  • Salentica Data Broker offers support with the following options:
    • Email , Phone , Knowledge Base , FAQs/Forum

  • Salentica Data Broker offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Salentica Data Broker supports the following languages:
    • English

  • Following are the typical users of the Salentica Data Broker:
    • Self-Employed , Small-Business , Midsize-Business

  • Salentica Data Broker supports the following deployment:
    • Cloud Hosted

  • Salentica Data Broker supports the following devices and operating systems:
    • Web-Based