Our solutions consultants review advisory best practices and show how to meet these standards within Salentica Elements™. Learn more about effective advisory contact data management and operational workflows
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How Salentica Engage™ allowed a wealth management to firm improve their contact management and operational workflows so they could transform the way they do business
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How advisors can keep their clientele updated and satisfied during difficult economic times
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Purpose-Built CRMs With Persona-Driven Workflows & Features To Handle The Complexities Of Your Industry.
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See the native features built for Financial Services professionals that are igniting transformation.
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With 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.
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Learn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.
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Salentica Elements™ helps cater to clients with complex requirements and the need for scalability.
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Salentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
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Leveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service.
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An intelligent CRM solution is about business processes, relationships and system integration.
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Enhancing your tech stack with a cloud-based integration platform.
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Acquire optimal value and competitive advantage from your core technology platform.
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Capture Opportunity with Integrated Technology.
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Uncover the critical factors to gaining a client's trust and business.
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Fill out the demo request form below, and let our team answer all your questions while showing you around the product.
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With 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.
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Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.
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CRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.
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CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.
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Watch the demo to learn more about Salentica Data Broker for Salesforce.com.
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Watch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.
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Watch the demo to learn more about Salentica Elements.
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Salentica 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.
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Salentica 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.
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Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.
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Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.
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Empowering advisors with the power of integration using the Salentica Data Broker Platform.
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Salentica supports a highly personalized client experience at Marietta Investment Partners.
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