See the native features built for Financial Services professionals that are igniting transformation.
Read MoreWith a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
Segmenting clients makes good business sense, but many advisers have delayed doing so because it can seem like a daunting task.
Watch NowLearn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.
Read MoreSalentica Elements™ helps cater to clients with complex requirements and the need for scalability.
Read MoreSalentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
Read MoreLeveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service.
Read MoreAn intelligent CRM solution is about business processes, relationships and system integration.
Read MoreEnhancing your tech stack with a cloud-based integration platform.
Read MoreAcquire optimal value and competitive advantage from your core technology platform.
Read MoreCapture Opportunity with Integrated Technology.
Read MoreUncover the critical factors to gaining a client's trust and business.
Read MoreFill out the demo request form below, and let our team answer all your questions while showing you around the product.
Watch NowWith a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
Stay ahead of the curve with a cloud-based, integrated CRM.
Read MoreMaking informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.
Watch NowCRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.
Watch NowCRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.
Watch NowWatch the demo to learn more about Salentica Data Broker for Salesforce.com.
Watch NowWatch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.
Watch NowWatch the demo to learn more about Salentica Elements.
Watch NowSalentica is built on the foundation of empowering our clients. We ensure our clients are equipped with the tools and knowledge necessary to efficiently manage and grow their business.
Read MoreSalentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform and gain a 360° view of their client.
Read MoreSalentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.
Read MoreSalentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.
Read MoreEmpowering advisors with the power of integration using the Salentica Data Broker Platform.
Read MoreSalentica supports a highly personalized client experience at Marietta Investment Partners.
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