Salentica® CRM

on Microsoft Dynamics 365

Salentica CRM, is a configurable solution built on Microsoft Dynamics 365 is a complete CRM solution built to meet the needs of advisors and wealth managers. Salentica CRM includes prebuilt real-time integrations to industry leading custodians such as the Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo® and Fidelity’s Wealthscape℠ platform. This integration enables Salentica CRM to provide a single view of the client’s profile and holdings.

Salentica CRM helps advisors manage their clients, meet compliance requirements and build their business pipeline. Building on over 20 years of experience and over 100 Salentica CRM deployments for wealth managers, Salentica provides the solution, the people and support to ensure your firms success with Salentica CRM!

Salentica CRM provides prebuilt integrations to the applications and information sources that advisors rely on to run their business. Salentica is a Certified Microsoft Dynamics CRM partner, which is a recognition of Salentica’s expertise and the quality of its solutions.

For Trust Companies

Salentica CRM for Trust Companies is a complete CRM solution that will assist in tracking a wide variety of information about their clients and trust accounts. Salentica CRM will allow Trust Officers to make more informed decisions. This solution will give Trust Officers and team members the information they need to effectively review, respond, and report. Whether it be tracking beneficiaries or compensation paid to external relationships, Salentica CRM has the tools for success.

For Family Offices

Salentica CRM for Family Offices is available for firms that provide Family Office type services for their clients. Our solution is designed to facilitate the complex client management needs typically found in a Family Office firm. Salentica CRM provides an extended set of capabilities to track the additional information a Family Office tracks, including Trusts, Estate Plans, Insurance, Tax and Real Estate.