Salentica Advisory Services
SERVICES
The most trusted technology advisor for wealth management firms
You're a wealth manager and an expert in providing your client's with a strategy for their future. Client relationships are the key to your success. Don't lose focus on that.
Salentica are experts in operational efficiencies and technologies that wealth management firms rely on to manage these important relationships. Let us maximize your return and lower the risk on your technology investment through optimizing your workflow and operational procedures.
Let us simplify your life
With over 25 years of direct industry experience, Salentica understands that technology enables and provides the vital tools for a successful business; tools that wealth firms must rely on each day. We have real business backgrounds and keep involved with industry changes and trends by continuing to be involved in the industry. Salentica does not provide academic consulting. We solve problems based on real life experience of having been in your shoes. We have implemented and operated the technologies you require to run your business.
Operational Services
Internal Control and Risk Assessments
Requirements Definition and Needs Analysis
Best Practice Analysis
Client Relationship Management Business Strategy
Automation of Client Service and Business Processes
Client Reporting and Statement Strategy
Implementation and Project Management
Client Access and Web Portal Design
Technology Services
Strategic Technology Review and Recommendations
Business Process Redesign or Reengineering
Technology Selection and Implementation
Technology Advisory Assistance
Due Diligence and Risk Analysis
Regulatory & Compliance Services
Compliance Program Development and Review
Policies and Procedures Review and Redesign
Compliance System Implementation
Compliance Manual Design, Documentation and Delivery
Regulatory Registration Assistance - US, Canada, Off-shore
Other Services
New Business Start-up
Business Process Outsourcing Analysis
M&A Due Diligence
Business Transformation Strategy
Product Rationalization
Our Process
Determine Business Needs and Key Drivers
Review, Analysis and Key Success Factors
Recommendations - Based on Needs and Experience
Identify and Determine Scope of Work and Timelines
Project and Implementation Planning
Documentation, Evaluation and Completion
