June 12, 2017

Dave Welling Departs SS&C Advent; Robert Roley to Oversee Entire Advent Business

Dave Welling has resigned from SS&C Advent to pursue a new opportunity. Robert Roley, General Manager of SS&C Advent will now oversee the entire Advent business. […]
January 21, 2016

Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance – a significant efficiency optimizer for RIAs. […]
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