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