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A CRM is more than just software; it's about business processes, relationships and systems integration. Domain expertise is critical to a successful CRM outcome, especially for wealth management firms because of the nature and complexity of their relationships.
Salentica offers unparalleled knowledge and experience in Microsoft Dynamics CRM and SharePoint implementations and how best tailor them to work for your organization. We understand your business, your terminology and your systems.
Our senior managers average 16-plus years of experience working with wealth management firms, most having held senior positions at a leading provider of portfolio management software for WRAP, SMA and wealth management firms. We offer learning and best practices knowledge from over 60 wealth management engagements that will ensure your project is a success.
Our track record of successful projects include:
Portfolio management, including portfolio modeling, order management, management fee and performance reporting
Portfolio model drift and rebalancing
Integration with multiple portfolio reporting and performance measurement systems
Hedge fund performance fee processing and sales reporting module
Pooled fund dividend auto distribution with tax reporting
Client statements for private and institutional wealth management firms
Pooled fund sales and analytics reporting system
