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Home > Asset Management on Salentica Elements > Relationships on Asset Management
Relationships on Asset Management
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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

Related List Quick Links

  • Alerts
  • Related contacts
  • Portfolios
  • Financial Accounts
  • Requests
  • Relationship Team
  • New Business
  • IPS
  • Legal Entities
  • Financial Assets
  • Financial Liabilities
  • Relationships/Companies
  • Models
  • Notes
  • Files
  • Addresses (Relationship Reference)
  • Time/Expense
  • Financial Plans
  • Tax Filings
  • Relationship History

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

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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