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Filed under: CRM Software

Company info:

Top Executive: Bill Rourke
(212) 672-1777
245 Park Avenue Ste 3900
New York, NY 10167-0002

RIA department info:

Tanya Tygesen

Contact: Tanya Tygesen
(416) 366-3456 x227


  • Founded in 1997


What is the service or product you offer to RIAs?

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 Videos:

How do you differentiate your offering from competitors?

Salentica is the first Microsoft Dynamics CRM vendor, participating in the Schwab OpenView GatewayTM 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.

Salentica Announces Integration to Orion Portfolio Accounting System

Salentica® Silver Level Sponsor at AdventConnect2014 Conference

Salentica is pleased to announce our new integration with TD Ameritrade Institutional Veo®

Salentica Announces Appointment of new Vice President of Operations and Delivery

Read how our clients have solved real problems with our solutions:

Hillview Capital Advisors Case Study

Edelman Case Study

Piedmont Family Office Case Study

Wetherby Asset Management Case Study

Client Confidential Case Study

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