One centralized location to organize and distribute all of your investment advice, coordinate liquidity through market-making activities, inform team members on trading activities and identify outreach for corporate capital raises.
Salentica has a perfect-fit CRM for every firm -- from small independent boutiques to large subsidiaries of giant commercial and investment banks.
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
Helping you measure and organize in accurate terms, what the customer wants and what is delivered. Feel confident in both your depth and breadth of coverage.
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.
Making it easier to create and manage workflow, so your team can claw back precious time.
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.
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