Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.
It’s also essential for advisors to surface secure and accurate data in just a few clicks to be able to answer inquiries or have constructive dialogue with clients. Salentica’s intelligent cloud-based CRM platforms enable advisors to manage their day-to-day business and client relationships with unprecedented productivity.
Manage client relationships, including client profiles, activities and communications.
View recent reports and daily account data including positions, holdings, asset allocation and more.
Leverage the power of integration with leading custodians, portfolio management and financial planning systems.