CRM for Wealth Management

Specializing in providing client management and technology solutions for the wealth management market, Salentica offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms.

With over 20 years of experience in delivering technology for financial services, Salentica has more than 65 clients worldwide, including leading financial institutions, medium-sized wealth managers and family offices.

Why choose Salentica?

Salentica Wealth Management Symposium - November 12.09 - Toronto
Salentica's Wealth Management Symposium is an opportunity to listen, learn and trade ideas. The Symposium is by invitation and there is no cost for attendance. The session will be geared to the information needs of senior managers and partners of Wealth Management and Family Office firms. To request an invitation, email...

Synergy 2009 User Group
June 16-17, 2009 - Salentica's Annual User Group is fast approaching on June 16/17 in downtown Philadelphia at historic Union League. The theme this year is Preparing for the Recovery. We want to help firms starting thinking and planning for the recovery. With the Dow up over 30% since its low...