on the Lightning Platform by Salesforce
Salentica Elements is a turnkey, yet configurable solution built on the Lightning Platform by Salesforce and is designed specifically for the unique needs of RIAs and wealth managers to deepen client relationships and grow with scale.
Salentica has more than 20 years of experience providing Client Relationship Management solutions for wealth management firms. We provide best practices based on our deep domain knowledge to help our clients achieve success through reduced operational risks and efficient processes.
Robust wealth management solution Salentica Elements provides a pre-built configuration that is tailored for wealth management firms. Wealth management specific entities and features have been added and unused entities and screens are hidden away. You can start using Salentica Elements right away to manage your client relationships as well as your business development pipeline.