Solution introduction

Gain meaningful insight into your clients with an integrated CRM solution available on the Salesforce and Microsoft Dynamics 365 platforms

Free up time to focus on your clients

Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.

Scale your business, streamline processes, increase operational efficiency, and improve client service — with just one solution.

Why choose this solution

  • Robust, prebuilt wealth management solution
  • Integrations with key financial technologies
  • Efficiency boost with automated workflows
  • Anywhere, anytime access
  • Holistic view of clients
  • Cloud hosted
  • Streamlined operations

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