Companies allow you to track details related to companies your firm works with. These can also include Custodians, vendors, COIs, and employers. You can track your Due Diligence, Documents and Contracts, and Activities like emails and phone calls, all in one place.
Where can I see Companies?
To access Companies go to the Navigation Bar and click Companies. You will see a list of Recently Viewed companies, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Company Name.
What's in Companies?
Company Updates
- Follow
- Submit for Approval
- Delete
- Change Owner
- Clone
Company Highlights
- Main Phone
- City
- State/Province
Related List Quick Links
Related List Quick Links are just that, quick links to access information that is related to the Contact entity. You can either hover over the links to see the first related records (up to 10), or you can click on the links to see the full list. System Administrators can customize these links for your firm, and with the proper permission, you can choose to also customize your personal Related List Quick Links. To customize quick links, go to your Settings > enter Customize My Pages in the Quick Find box > select Customize My Pages > select Companies.
Salentica has chosen the following quick links: Employment History, Sponsorships, Vendor Contracts, Due Diligence, Investment Managers, Investments, Relates Investments, Investment Accounts, Distribution Channels, Distribution Team, Rep Codes, Financial Accounts, Current Employees, Relationships/Companies, Notes, Files, Financial Assets (Company), Financial Liabilities (Lendor), Financial Assets (Debtor).
Company Details
Information
- Company Name
- Main Phone
- Company Website
- Fax
- Is Custodian?
- Industry
- Relationship
- Owner
- Address Line 1
- City
- Zip/Postal Code
- Country
- State/Province
- Is Vendor
- Investment Pipeline
Due Diligence
- Contract Reviewed?
- Active Legal Proceedings
- AML Training
- Last Audit
- Insurance Notes
- Business lines of company
- Master Service Agreement reviewed?
- Active Legal Proceedings List
- Adherence to AML Laws
- Insurance
- Business Continuity Plan
- Political Exposure Notes
System Information
- Created By
- Salentica Data Broker ID
- Last Modified By
Activity
- Underlying Activities related to the Company
Chatter
- Use Chatter to share information, collaborate, and keep up with the latest updates on the Company
Learn more about using Companies versus using Relationships here.
