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