Solutions

Today our solutions fit an extensive range of financial industry leaders. Salentica has a solution to fit your needs; for firms larger than 10 users, we have Advisor, Family Office and Wholesaling solutions, for firms smaller than 10 users we have Express solutions.

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Services

The choice of a Customer Relationship Management (CRM) solution is about more than just the software decision; it is also about business processes, relationships and system integration. Domain expertise is critical to a successful CRM project outcome, especially for wealth management firms due to the nature and complexity of this business.

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Client Relationship Management software uniquely designed for wealth management professionals.

Solutions & Services

Salentica® CRM for Microsoft Dynamics CRM

Salentica® CRM for Salesforce CRM

Professional Services

Salentica is plased to announce our latest integration with Orion Advisor Services