Salentica is a vertically integrated software firm, driven to provide the best client management solutions for RIA’s, family offices, and wealth management client.
Salentica CRM is a customizable CRM system powered by Microsoft Dynamics CRM and built to manage the demands of clients with an array simple, easy-to-use tools, that allow RIA’s and wealth managers to save time, be more efficient, and focus on what matters – the client.
Salentica ClientBookTM is a comprehensive Content Management Solution for creating personalized client reporting and presentation packages for clients, prospects and centers of influence. Quickly generate proposals, presentations and client financial statements in minutes with targeted content that meets your clients and prospects information needs.
Salentica Videos:How do you differentiate your offering from competitors'?
Salentica is the first Microsoft Dynamics CRM vendor, participating in the Schwab OpenView Gateway program, allowing clients real-time access to custody data from within Salentica CRM.
Salentica CRM provides seamless integration with Microsoft Outlook & Office, creating a central hub for client profile data with a variety of alerts and tools built to boost client service operations.
The CRM also uses a multi-level view of client relationships, with automated activity tracking.
In addition, Salentica conducts in-depth customizations, tailored for customer needs which include integration with back-office solutions, or a scaled, out-of-the-box option to satisfy any customer need.What else would you like to say about your business?
Our senior management averages 16-plus years of experience working with wealth management firms, most having held senior positions leading financial service provider companies including portfolio management software development companies specializing in WRAP, SMA and wealth management software.
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