You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
Our Canadian offices will be closed on Monday May 20, 2024, in observance of Victoria Day.
announcement close button
Home > Asset Management on Salentica Elements > Hierarchy of Objects in Elements (Asset Management)
Hierarchy of Objects in Elements (Asset Management)
print icon


Strategy: Grouping (Category) of investment products that are sold by an asset management firm ex) US Fixed Income

Product: Investment Product that is sold by an asset management firm ex) US Municipal Bonds

Investment Account: Investor/subscriber (end client) of the Product. 

Relationship: *CRM Account object; relate multiple investment account records to a Relationship record

Addresses: Account for more than two addresses on the relationship and contact card

Companies: Houses companies for COI's, Vendors, Custodians and Advisors.  Advisor category is specific to the Asset Management version of Elements ex) Morgan Stanley

Distribution Channels:  A distinct segment of the Company that is selling the AM firm's Investment Products to their clients ex)  Morgan Stanley San Diego

Distribution Teams: A more granular level to separate unique groups of advisor.  This is typically done with larger firms ex)  Morgan Stanley San Diego - Baird Team

Team Members (Contacts)Each record coincides with one person 

Vendor Contracts: Store contract data for company's the firm deals with ex) custodians, commercial lease agreements etc.

Tasks: To-do's, can be set up for individuals or team queues

Activities: call, task, event & email

InTouch (Service Level):  Define touch point frequencies for Relationships, Distribution Channels/Teams and New Business records

Time/Expense: At a high level calculates overall time and expense allocated towards Relationships, Distribution Channels/Teams and New Business records

New Business:  Track prospect new business and existing client new business data here.

Outreach:  Spot for capturing events and marketing lists.  Track contacts associated with each event, and whether invites have been accepted or rejected.

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

1 out of 1 found this helpful

scroll to top icon