Today our solutions fit an extensive range of financial industry leaders. Salentica has a solution to fit your needs; with Salentica CRM, based on the Microsoft Dynamics 365 platform, we have a fully configurable Enterprise Deployment for firms larger than 10 users. For firms who have a minimum of 5 users and are looking for a turnkey solution with rapid implementation, we have an Express Deployment.
We know you like options which is why Salentica also has a solution that is built on the Lightning Platform by Salesforce. Salentica Elements which is a turnkey, yet configurable solution provides a pre-built configuration that is tailored specifically for wealth management firms with a minimum of 5 users.
Advisors who are using a Microsoft Dynamics CRM/365 or Salesforce solution can quickly deploy our Cloud-based Salentica Data Broker to facilitate rapid deployment of integrations, enabling advisors to manage their business efficiently on their current CRM platform and gain a 360° view of their client.