PSS Announces Official Launch of Two Integrated Technology Platforms for Independent Investment Advisors
02/16/2022
Turnkey and modular platforms using Salesforce now generally available
After completing successful pilots with independent investment advisory firms, PSS has launched two key platforms as part of the PSS Intelligent Integration initiative: PSS OpenView Integrated Office and PSS OpenView Gateway for Salesforce.
Provided by PSS Performance Technologies, PSS OpenView Integrated Office is a turnkey solution that bundles together key technologies for independent advisor firms, including Salesforce CRM, real-time custody data from PSS & Co., Inc., and outsourced portfolio management for assets custodied both with PSS and elsewhere. Provided by PSS Intelligent Technologies, PSS OpenView Gateway is designed to be a flexible, open-architecture technology platform that enables data integration between PSS systems and those of participating technology providers.
PSS Intelligent Integration is designed to help advisors focus on their clients and increase firm efficiency by integrating the technology and workflows that they rely upon every day. The PSS Integrated Office platform should particularly appeal to advisors just starting out or to those looking for a streamlined experience selecting and implementing new technology. The PSS OpenView Gateway platform is designed for advisors who already have technology in place and still want the benefits of high quality integration.
A key part of PSS Intelligent Integration is the PSS OpenView Workflow Library, which includes comprehensive best practices and customized workflows for working with PSS and PSS OpenView Gateway CRM providers. As announced in November, the first five workflows for the Salesforce CRM integration are currently available, and more workflows will be added throughout 2022.