Salentica® Solutions

Our extensive range of solutions are designed to manage business processes and client relationships effectively and efficiently, whether you are an independent advisor or an enterprise-level wealth management firm.

Salentica Engage™

Salentica Engage is a fully configurable Client Relationship Management solution powered by Microsoft.

Find Out More

Salentica Elements™

Salentica Elements is a turnkey, yet configurable CRM with a data model built for Financial Services.

Find Out More

Salentica Data Broker™

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce and Microsoft Dynamics platforms.

Find Out More


Wealth Management Client Portal

Find Out More