Helping advisory firms manage and grow their business.

CRM for RIAs
Investment Advisors

Fully integrated and heavily utilized CRMs for Wealth and Asset Management firms and RIA Aggregators alike.

Wealth Managers

Asset Managers

RIA Aggregators

High-Net-Worth (HNW) Investors

CRM for Family Wealth Offices
Family Offices

Helping Family Offices manage relationships, cultivate an intermediary network, and run family level-account reporting.

Full-Service Advisors

Concierge Wealth Management

Lifestyle Preparation Management

Multi-Family Office

CRM for Trust Companies
Fiduciaries

CRMs to handle the day-to-day operations of managing trusts. While serving the specialist compliance and administration requirements.

Stand-Alone Entities

Divisions of Commercial Banks

Trust Companies

Foundations & Nonprofits

 

Salentica Engage on iPad and iPhone

Deep Integrations

We deploy and maintain an ever-growing collection of integration points, in everything from portfolio accounting and rebalancing software to general productivity and business management products.

Portfolio Management
Custodial
Marketing
Financial Planning
Trading & Clearing
Document Transformation
CRM integrations for financial services

 

CRM Workflows Salentica

Powerful Workflows

Use our pre-built workflows, or leverage Conga Orchestrate (also included with all Elements licenses) or Microsoft's Power Automate to easily visualize, configure, automate, and manage complex workflows.

All with no-code.

Financial Services Data Model

An industry specific data model that allows us to roll-up information in the right way. Our data schema is designed to handle the intricacies of the financial industry.

CRM Financial Services Data Model
CRM Solutions

Tap into new technologies to disrupt old business models, update stale processes, and expedite growth.

Salentica Engage™

Salentica Engage is a fully configurable Client Relationship Management solution powered by Microsoft Dynamics 365.

learn more

Salentica Elements™

Salentica Elements is a turnkey, yet configurable CRM with a data model built for Financial Services.

learn more

Salentica Data Broker™

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce and Microsoft Dynamics platforms.

learn more
Services

Bringing together industry and domain expertise

Choosing a CRM platform is more than a system decision. It’s also about business process management, client relationships and system integrations. We understand the nature and complexity of your business — and have built solutions that will grow with your evolving needs.

Learn More
Featured Resources

In order for us to take care of clients and deliver high quality service, all of our business processes run through Salentica Engage.
Patrick Chase, Director of Technology and Performance Measurement
Fiduciary Investment Advisors, LLC
Salentica knows how to take Microsoft’s approach to contacts and companies and overlay a solution that turns those contacts into clients, centers of influence and households. This is the value we are getting from a partner that understands the wealth management industry.
Robert Proia, Vice President, Information Technology
Gluskin Sheff + Associates Inc.
With Salentica Elements fully up and running, we appreciate the expertise and strong support that we have experienced throughout the entire implementation process.
Jill Young, CCO
LourdMurray
Data Broker has really become our 'technology translator' and integrates our systems together, creating tremendous time savings and efficiencies.
Grant Meyer, CFP®, Chief Information Security Officer & Wealth Advisor
Fure Financial

We would love to hear from you. Get in touch with us!