Salentica Engage Is An Immersive CRM Designed To Meet The Unique Needs Of Financial Services Professionals.
Native Outlook Integration • Intuitive Automation/Workflow Builder • Industry-Specific Integrations
Engage - An Immersive CRM
Change The Way Your Firm Operates
Engage will embed itself at the heart of your business, and empower Advisors to act on data.
Salentica Engage is a highly configurable Client Relationship Management (CRM) platform created to meet the complete needs of advisors and wealth managers. With prebuilt real-time integrations to industry-leading custodians, portfolio management systems and more, advisors can improve the client service they provide while gaining a holistic view of their data.
Salentica® is a Certified Gold Microsoft Dynamics Partner, which is a recognition of Salentica’s expertise and the quality of our solutions. Access to cloud-based business applications are available on Microsoft AppSource to enhance Salentica Engage.
Manage your clients, meet compliance requirements and build your business pipeline with the solution, the people and the support you need to ensure a successful implementation.
Features & Benefits
Fueled by the Microsoft Power Platform
Increased business intelligence
Regulatory and compliance management
Robust workflow automation
Extensive range of integrations
Holistic view of clients
Anywhere, anytime access
Enhanced client engagement
Your Client 360
Salentica Engage 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 Engage to provide a single view of the client’s profile and holdings.
Complex Data Made Simple
With features like Legal Entitles, advisors have the ability to store information about the most complex estate planning structures, quickly retrieve information about, but not limited to, trusts, corporations, foundations and effortless collaborate amongst team members and external COIs.