Salentica Hosted Deployment
MARKET SOLUTIONS > FAMILY OFFICE > HOSTED
Salentica's hosted solution is available on a deployment basis for firms that need a client management solution but may not have the IT resources to implement and manage it. Access the capabilities of Salentica CRM in a fully secure (SAS70 Audited) hosted environment with no hardware or IT involvement required. Fast start up, no capital expenditure and low ongoing internal IT support requirements.
Salentica provides wealth management firms with the client management solution they need to manage their clients. Particularly suited for wealth management and family office firms serving high and ultra high net worth clients.
Salentica brings together the key ingredients for a successful solution, which includes:
Comprehensive wealth management solution designed to meet the needs of wealth management firms
Ongoing enhancements that reflect best practices in the wealth management business
The ability for clients to easily make modifications to address their specific requirements
A team of professionals with the business knowledge and experience working with wealth management firms to deliver the solution our clients need
The same high level of support that our clients provide to their clients is provided to hosted clients
Access to web based video training available on demand for all of a firms users
Salentica includes a pre configured wealth management solution that is ready to be used, along with 4 hours of web based training by a Salentica professional, experienced in working with leading wealth management firms. Data conversion services can be provided and Salentica has experience migrating data from a variety of solutions.
Benefits
Fast startup time and minimal configuration time and cost due to Salentica's proven solution
Reduced ongoing costs to address new functionality and upgrades
Reduction in reliance on internal staff to provide CRM support - free up resources and reduce full time costs
A highly secure managed environment that can pass the toughest audit requirements for server environments (SAS 70 audited)
Fixed annual costs for access and ongoing support of client management solution
Reduce training requirement for internal support staff
Reduced risk of operational impact due secure hosted environment
Access to fully trained and certified resources that are knowledgeable in working with wealth management firms
Requirements: Salentica CRM has a 10 user minimum
