Salentica CRM provides:

    • Household & client information including activities, accounts, requests and more
    • Pre-built real time integrations for Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo®, Fidelity Wealthscape℠
      Orion Connect, Advent APX®  & Axys®, Black Diamond® Wealth Platform, Laser App® and Envestnet | Tamarac.
    • Integration with Microsoft Outlook, Word and Excel for email, calendar, task and contacts
    • Integrated with Microsoft SharePoint® for document management
  • Business development tools to track your pipeline

We look forward to having you join us!


Unlock the Full Potential of Your Network

Discover some key steps on how you can maximize efficiency, elevate client

service and grow your business.

Salentica CRM: A Day in the Life of an Advisor

Learn more about how Salentica CRM on

Microsoft Dynamics 365 is the central hub of data for Advisors.


How to Choose the Right CRM for Your Firm

Uncover what questions to ask and what functionality to

look for when in search of the right CRM solution.


Salentica Engage: CRM Reimagined for Financial Advisors

Join us to see the unveiling of the new Unified Interface

on Dynamics 365.

Salentica Roadshow

What better way to start off your day than by enjoying a delicious meal while learning how Salentica has countless possibilities to help you and your firm increase efficiency and improve the client service you provide. Salentica’s CRM solutions are uniquely built for Wealth Management firms. Learn why thousands of clients partner with Salentica for an integrated solution to provide a 360° view of your client, workflows for onboarding and other operational processes and more!

Connect with peers in the wealth management industry and learn how leading custodian, portfolio management systems and back office tools including Schwab Openview Gateway®, TD Ameritrade Institutional’s Veo®, Fidelity Wealthscapesm, Black Diamond® Wealth Platform, Advent APX® and Axys®, Envestnet|Tamarac®, Orion Advisor and Laser App® integrate with Salentica’s solutions to provide you with a holistic view of your clients.

Upcoming Cities:

Check back to see where we will be!

If you would like more information or wish to attend please contact a member of our sales team by email: or by phone (646) 971-5562 x300.