Learn more about how we can help drive ongoing success for your Salesforce Org. Automatically create file structures when new client records are created in CRM systems. Create one technology hub for advisor productivity by integrating Laserfiche with key applications like Junxure®, SalesForce®, Laser App® and Microsoft Dynamics®. Have peace of mind with reliable audit trails and exceptional business analytics tools. Asset allocation by asset category, currency, industry, country, duration, key ratio, etc. Remove complex, manual work and enhance initial customer & advisor experiences.
All actions are recorded, while for management purposes, a report is generated with all corresponding information. Learn to play with data through Ingestion, Transformation, Data Visualization, Machine Learning, Natural Language Processing and Data Science. With a good grip on Data technologies, you can work in a wide range of industries in Tech and Engineering.
Solutions for Wealth Managers and Advisers
This whitepaper looks at the survey uncovers key insights from advisory clients on data, digital capabilities and the need for advice. Connect with experts at ServiceNow and other champions in wealth and asset management to discuss industry challenges and how to partner with us to unlock your potential. Create operational efficiencies by uniting the front, middle, and back offices in wealth and asset management. See how we’re helping other wealth and asset management firms succeed. Scale order management to take on modern telecom opportunities and build for customer success.
additiv Hybrid Wealth Manager
We achieved our financial guidance for the year, added nine new clients, and strengthened existing client relations. We are well positioned to continue our growth trajectory in the years ahead. Silverline has extensive experience in the real estate industry, working with commercial and residential REITs and real estate firms to leverage the power of Salesforce to create a central hub for all their property information. Track your clients’ households as they grow and change to provide clear, consolidated visibility into a single, organized data source. Client data is often spread across multiple systems, which makes it difficult to update, manage, and access up to date information. Founded in 1999 by its current CEO Philippe Rey-Gorrez, the company has grown over the years and has now reached 800 employees and is present in 9 countries all over the world.
Strengthen common services and meet changing expectations for global business services and ESG impact. Access to third-party applications, creating value-added services for your clients, leveraging collaboration with the wider ecosystem, and ensuring data consistency and integrity throughout the customer lifecycle. From investing on your own to comprehensive financial planning, we offer a range of solutions to meet your needs.