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Home > Asset Management on Salentica Elements > Companies on Asset Management
Companies on Asset Management
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Companies allow you to track details related to companies your firm works with. These include vendors, custodians, financial institutions, COIs, and advisors. You can track Due Diligence, Documents & Contracts, and Activities, like emails and phone calls, all in one place.

One feature for Companies in the Elements Asset Manager App is the Aggregated Information. This is a roll-up, calculated value, based on the related Investor Accounts.


Where can I see Companies?

To Access Companies go to Companies on the Navigation Bar. You will see a list of All, Recently Viewed, or other views that you or your firm create. Each of these views is searchable, sortable, and filterable. To view specific details of a company, click the Company Name.

 


What's in a Company?

Highlights

  • Main Phone
  • City
  • State/Province

Related List Quick Links

  • Employment History
  • Financial Accounts
  • Relationships/Companies
  • Due Diligence
  • Financial Assets (Company)
  • Financial Liabilities (Creditor)
  • Financial Liabilities (Lender)
  • Financial Assets (Debtor)
  • Sponsorships
  • Distribution Channels
  • Distribution Team
  • Investment Managers
  • Investment Accounts
  • Rep Codes
  • Vendor Contracts
  • Notes
  • Files

Company Menu

  • Details
  • Related
  • Notes & Files

Company Information

  • Company Name
  • Main Phone
  • Company Website
  • Fax
  • Is Custodian?
  • Industry
  • Relationship
  • Owner
  • Is Vendor
  • Address line 1
  • City
  • Zip/Postal code
  • Country
  • State/Province

Due Diligence

  • Contract reviewed?
  • Active Legal proceedings
  • AML Training
  • Last Audit
  • Insurance Notes
  • Business lines of the company
  • Master Service Agreement reviewed?
  • Active Legal Proceedings List
  • Adherence to AML Laws
  • Insurance
  • Business Continuity Plan
  • Political Exposure Notes

Activity

  • Activity Timeline

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.

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