The SS&C Salentica team is pleased to announce the release of Salentica Elements 2021. This release includes the important new features of Tax Filing, Relationship Profile Score, and Financial Plan, with improvements to the client Relationship, and a new dashboard to help track Data Broker data.
Rewatch our Release Video to learn about the new features!
Check out the new features that are available in Salentica Elements! Our Product Team has worked hard to bring you these great new tools and objects into your CRM.
Relationship Profile Score
New Object! Tax Filing
New Object! Financial Plans
New Relationship Record Type! Terminated Client
New Dashboard! Data Broker Dashboard
Relationship Profile Score
How complete are your Relationship Records? Do you have enough, and the right information, about each of your clients? Using the Relationship Profile Score, you can determine the data points most important for your team, and come up with a score, value, or data point, that shows you how complete your records are!
This article explains how to setup Relationship Profile Score
New Financial Objects
Tax Filing
With Tax Filings, Salentica Elements makes it simple to keep track of high-level and historical facts about your client's tax position in one place, rather than trying to go through your record management systems.
Financial Plans
This is where the Financial Plan's information can be logged, revisited, and updated if required so that team members can turn to them while conducting these crucial conversations with customers.
Users may keep track of the client's priorities as they evolve over time and make changes to the Financial Plan as desired. On the Financial Plan, detail Return Objectives, Risk Objectives, Liquidity, and Life Expectancy can be logged to help construct the basis for the client's IPS.
Included in Financial Plans, you can also have:
-
Financial Plan Amendments: detail updates to existing Financial Plans
-
Financial Plan Goals: detail your goals for the Financial Plan, even link them to specific Portfolios or Financial Accounts
New Relationship Record Type: Terminated Client
A new record type for Relationships has been added which is ‘Terminated Client’. Based on client feedback, there was a need to distinguish Relationships as Terminated Clients, for record keeping and to keep up with data integrity.
Data Broker Dashboard
The data broker dashboard module comprises of 13 charts/graphs which are based on reports designed on Relationships, Financial Accounts, and Portfolios.
Dashboard Access
To access the Dashboard, go to Elements app
Go to Dashboard → Data Broker in the dashboard list
Dashboard Layout
There are 13 charts/graphs in the New Business dashboard:
-
All Relationships - Displays all the Relationships created over time till today
-
All Portfolios - Displays all the Portfolios created over time till today
-
All Financial Accounts - Displays all the Financial Accounts created over time till today
-
Relationships Created Today - Displays all the Relationships where created date is today
-
Portfolios Created Today - Displays all the Portfolios where created date is today
-
Financial Accounts Created Today - Displays all the Financial Accounts where created date is today
-
Relationships Valuation Date - Displays all the Relationships created today and the valuation date is before today
-
Portfolios Valuation Date - Displays all the Portfolios created today and the valuation date is before today
-
Financial Accounts Valuation Date - Displays all the Financial Accounts created today and the valuation date is before today
-
Relationships - No External ID - Displays all the Relationships without an External ID
-
Portfolios - No External ID - Displays all the Portfolios without an External ID
-
Financial Accounts - No External ID - Displays all the Financial Accounts without an External ID
-
Financial Accounts_Undefined_External ID - Displays all Financial accounts where the related Relationship has an ExternalID value of ‘{Undefined_Account_Relationship}’
