Salentica Client Book
MARKET SOLUTIONS > WEALTH MANAGEMENT > CLIENT BOOK
Client Reporting for Wealth Management & Family Office Clients
Client Reporting is one of the most visible services a wealth management firm provides.
Do your client statements reflect well on your brand and differentiate your firm in the market? Do they demonstrate an appreciation for the complexity of your clients' accounts - and deliver information in the format they want?
"Mass affluent" brokerage reporting solutions are simply inadequate for asset classes beyond core portfolio systems. Standalone or back office client reporting systems fail to capture details on the client and their advisors - and may require awkward alterations to yield reports for tax or estate planning purposes.
Salentica offers a better way: a single, fully integrated client reporting solution that provides the accuracy, flexibility and thoroughness your clients and Centers of Influence (COIs) expect.
Built around Microsoft CRM, Salentica Client Book:
Provides direct access to complete information on clients and their relationships with advisors
Accommodates, aggregates and reports all asset classes, such as real estate, limited partnerships, private equity, foundations, art and business assets
Eliminates the need to sync statement processes with your CRM
Reduces errors cased by manual intervention
Customizes reports for readers with different interests and preferences
Enables direct estate analysis and modeling at the household/family level
Nothing says "trusted advisor" like complete, accurate, relevant and timely reporting.
With Salentica Client Book, you can create a good impression - and create more business opportunities.
Introduction Video
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Product Demonstration Video
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