Top Executive: Bill Rourke
245 Park Avenue Ste 3900
New York, NY 10167-0002
RIA department info:
Contact: Tanya Tygesen
(212) 672-1777 x227
- Founded in 1997
Q&A:What is the service or product you offer to RIAs?
Salentica® is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for Wealth Managers powered by either Microsoft Dynamics CRM or Salesforce CRM platforms. Our solution is called Salentica CRM.
Salentica® CRM is a customizable solution designed specifically for wealth managers to support your client service and business development needs with a simple, easy-to-use tool that allow RIA’s and wealth managers to save time, be more efficient, and focus on what matters – the client.
Salentica CRM is offered on 2 of the leading CRM platforms available in the market today offering a choice for our clients of Microsoft Dynamics CRM or Salesforce CRM based solutions.
Salentica also specializes in integrated solutions for your CRM including Schwab OpenView Gateway, TD Ameritrade Institutional Veo, Orion Connect, Advent Black Diamond, Laser App, Envestnet | Tamarac Advisor Rebalancing and a number of leading other portfolio systems such as Advent APX, Axys, Schwab Portfolio Center and more.
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.
Read how our clients have solved real problems with our solutions:
|After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details|
How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to SalenticaThe secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing
|Stuart DePina wants Salentica's sheer personpower to avoid getting flooded by his own pipeline|
|Neesha Hathi presents the dueling intiatives as next steps in her custodian's march toward serving 7,000 advisory firms|
|The allure was Microsoft CRM and a significant overlap in customer bases|
|Dan Skiles, Bill Winterberg and Joel Bruckenstein lent an RIA air to the 1,600-person event|
|The Seattle company's wants RIAs to buy into its whole system so it's sprinting to create the latest word in integration|
|The big custodian is more concerned with error-free melding than quick milestones -- but are competitors pulling ahead while Schwab tinkers?|
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