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.