In order for us to take care of clients and deliver high quality service, all of our business processes run through Salentica Engage.
Helping advisory firms manage and grow their business.
RIAs
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
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
Trust Companies
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
Personal Trusts
Business Trusts
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
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 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 moreSalentica Elements™
Salentica Elements is a turnkey, yet configurable solution powered by the Salesforce Lightning Platform.
learn moreSalentica 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 moreServices
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.
