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