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 User Group Update - Chicago - September 21 - 22
Salentica's User Group Meeting is fast approaching and we have a great agenda! For those registered, here is an update. For those that still need to register, we look forward to have your attendance confirmed. If you have others in your firm that use Salentica and would like ...
SALENTICA EARNS CERTIFIED FOR MICROSOFT DYNAMICS DISTINCTION FOR SALENTICA ADVISOR DESK FOR WEALTH MANAGERS
Salentica announced today that its Salentica Advisor Desk solution designed for investment advisors, wealth managers and family offices, is now Certified for Microsoft Dynamics, which signifies that the solution has met Microsoft Corp.'s highest standard for partner-developed software. By successfully meeting all certification requirements, Salentica Advisor Desk can now carry ...
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, ...
