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