Relationships on Asset Management

Jul 01, 2022

Relationships are one of the main Objects on Salentica Elements. Relationships represent a group of Portfolios, a list of Investor Accounts, and associated Relationship Contacts. They can also represent an institutional client or business that is a center of influence. It is a hub with connections to other Elements entities such as Portfolios, Investor Accounts, Activities (Emails, Tasks, Meeting Notes) regarding the relationship, and Contacts related to the relationships and other interested parties. A Relationship usually has attributes like addresses and contact information for the Relationship, Primary and Secondary Contacts, Connections, a Relationship Team (who manages the actual relationship), as well as valuation information, contact preferences, and service information about the Relationship. Relationships also, by default, reflect important dates such as Relationship Start Date and Relationship Age, Last Contacted On, Last Review Date, and Next Review Date.

Where do I find Relationships?

To access Relationships, go to Relationships on the Navigation Bar. You can choose to view your Recently Viewed, All Relationships, or other views you or your firm create. Each of these views is searchable, sortable, and filterable. You can also view charts that are associated with the Relationship lists. To see specific details about a relationship, select the Relationship Name.

What's in a Relationship?

Relationship Highlights

Segmentation
Total Market Value
Last Contacted On
Intouch Service Level
Relationship Record Type

Relationship Menu

Details
Related
Notes & Files

Relationship Information

Relationship Name
Segmentation
Client Since
Home Phone
Home Fax
Referral Source
Family
InTouch Service Level
Relationship Owner
Primary Contact
Secondary Contact
COI Primary Contact
Relationship Health
Relationship Notes
Profile Score

Financial Information

Total Market Value
Total Supervised
Total Unsupervised
Valuation Date
Annual Revenue
Billing Frequency
Billing Group
Master Portfolio

InTouch

Review Frequency
Last Review Date
Days Since Last Review
Next Review Date
Days Until Next Review
Last ADV Date
Days Since Last ADV
Last Contacted On
Last Contacted By
Last Contact Activity
Last Email
Next Email
Last Conversation
Next Conversation

Address Information

Inherit Primary contact Mailing Address
Mailing Address
Inherit Primary Contact Billing Address
Billing Address

Time/Expense

Track time/expense based on the duration of activities

Activity Timeline

Underlying Activities including Log a Call, New Task, New Event, Email