Solution introduction

Salentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365

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
  • Pipeline management
  • 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 Wealthscapeâ„  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.

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