CRM for Wealth Management
Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.
With over 20 years of experience in delivering technology for financial services, Salentica has more than 85 clients worldwide, including leading financial institutions, medium-sized wealth managers and family offices.
Why choose Salentica?
Salentica Inc. Begins Its Beta Test with Schwab OpenView Gateway
Last November, Schwab Intelligent Technologies, a subsidiary of The Charles Schwab Corporation, announced Salentica as a confirmed participant in the Schwab OpenView Gateway program to integrate Schwab custody data into Salentica Advisor Desk based on Microsoft Dynamics CRM. Once completed, the integration will allow advisor's using Salentica Advisor Desk to ...
Salentica 2012 Annual User Group Invitation
We are pleased to invite you to attend the Salentica 2012 Annual User Group on June 20-21, 2012 at the Chicago Wyndham Blake Hotel. ...
Salentica Inc sponsors Creating a Multi-Family Office conference organized by the Private Wealth Magazine
Salentica Inc., a market leader in providing innovative Client Relationship Management (CRM) and Client Reporting technology solutions for the Wealth Management Industry, announced today their sponsorship and participation in the Creating a Multi-Family Office conference organized by the Private Wealth magazine that will take place in New York on May ...
