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?

Current Challenges in the Wealth Management Industry and What You Can Do About It
A technology white paper for advisors and wealth management firms ...

SAVE THE DATE - Salentica 2012 Annual User Group
We are pleased to announce that the 2012 Salentica Annual User Group will take place on June 21, 2012 at the Wyndham Blake Hotel in Chicago. ...

SCHWAB ANNOUNCED ITS PARTNERSHIP WITH SALENTICA AT IMPACT 2011 - THE FIRST MICROSOFT ISV TO PARTICIPATE IN THE SCHWAB OPENVIEW GATEWAY
Schwab Intelligent Technologies(TM), a subsidiary of The Charles Schwab Corporation, announced yesterday at IMPACT(R) 2011 a new partnership with independent software vendor (ISV) Salentica, which will increase the number of RIA firms that can benefit from Schwab Intelligent Integration. http://www.marketwatch.com/story/schwab-talks-technology-for-independent-investment-advisors-at-annual-conference-2011-11-02/ ...