CRMs For Advisors

Features built around the unique needs of Advisors. 

You work hard
to build relationships.

We make it easy
for you to grow them.

We know building and maintaining strong client relationships is a priority for every advisor looking to grow their business, and understand that the right CRM should be a powerful tool to keep you one step ahead of the competition.

Salesforce CRM for Advisors
CRMs for Financial Advisors

The perfect CRM for
Individual and Institutional Advisors

Individual Advisors

We understand the new challenges facing Financial Advisors. Having to re-think the way you manage workflow, communicate with colleagues and clients and generally run your practice.

Advisory firms leveraging Salentica were far better prepared to handle employees working remotely, and dial up their level of communication with clients.

Helping them deal with their emotions and reminding them that their financial affairs are in order.

Institutional Advisors

Institutional Advisors use Salentica to maintain stakeholder trust, including the trust of board members, beneficiaries, and employees.

Be A True Partner

There is no doubt that the current crisis is a moment of truth for institutional relationships. Now more than ever, the importance of being good partners to external managers and peers, while fairly balancing liquidity demands, and honoring deal commitments is front and center.

CRM for Financial Advisors working from home


Years of Industry Experience


Users trust Salentica on a daily basis

A dedicated Service Team with financial and technical accreditations accessible in just a few clicks.

Access to Salentica University

CRM Features For Todays' Advisors


Have the right conversations, with the right people, at the right time.

InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.

InTouch from Salentica

Workflow Manager

Design and trigger automation without complex programming.

Making it easier to create and manage workflow, so your team can claw back precious time.

Time & Expense

Automatically calculate cost from activity.

Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.

CRMs Purpose-Built for Financial Advisors

Industry-Specific features empower users on day-1. While our dedicated focus towards product evolution ensures Salentica is always at the tip of the spear.

See How 10,000 Users Benefit From A Purpose-Built CRM

CRM Features Built for Advisors

Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.

Schedule a 30-Minute Demo