The power of CRM for wealth management

Uncover the critical factors to gaining a client's trust and business.

The power of CRM for wealth management Read More

Keeping clients front and center: Essential components of the integrated advisor desktop

Capture Opportunity with Integrated Technology.

Keeping clients front and center: Essential components of the integrated advisor desktop Read More

Salentica Engage

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

Salentica Engage Read More
  • Whitepaper

Wealth management firms: deliver ROI from CRM

Acquire optimal value and competitive advantage from your core technology platform.

Wealth management firms: deliver ROI from CRM Read More

The integration imperative: Salentica Data Broker Platform

Enhancing your tech stack with a cloud-based integration platform.

The integration imperative: Salentica Data Broker Platform Read More

Work smarter, not harder with intelligent CRM

An intelligent CRM solution is about business processes, relationships and system integration.

Work smarter, not harder with intelligent CRM Read More

LourdMurray

Salentica Elements™ helps cater to clients with complex requirements and the need for scalability.

LourdMurray Read More

Fiduciary Investment Advisors

Leveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service.

Fiduciary Investment Advisors Read More

Gluskin Sheff & Associates Inc.

Finding a partner in Salentica with experience in the nuances of the wealth management business.

Gluskin Sheff & Associates Inc. Read More

Bailard

Salentica CRM supports a high-touch client service culture at Bay Area firm with a rich history.

Bailard Read More

Marietta Investment Partners

Salentica supports a highly personalized client experience at Marietta Investment Partners.

Marietta Investment Partners Read More

Sontag Advisory

Investing in Salentica CRM on Dynamics 365 and Marketing Automation.

Sontag Advisory Read More

Fure Financial

Empowering advisors with the power of integration using the Salentica Data Broker Platform.

Fure Financial Read More

Detalus Advisors

Advancing the Advisor-Client Experience through a Unified Tech Stack.

Detalus Advisors Read More

Salentica Elements

Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.

Salentica Elements Read More

Salentica Data Broker for Microsoft Dynamics

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.

Salentica Data Broker for Microsoft Dynamics Read More

Salentica Data Broker for Salesforce

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform and gain a 360° view of their client.

Salentica Data Broker for Salesforce Read More

Salentica technical support and training resources

Salentica is built on the foundation of empowering our clients. We ensure our clients are equipped with the tools and knowledge necessary to efficiently manage and grow their business.

Salentica technical support and training resources Read More

The Impact of CRM in advisor technology

Stay ahead of the curve with a cloud-based, integrated CRM.

The Impact of CRM in advisor technology Read More

SS&C Salentica Solutions

An array of solutions to suit your business needs.

SS&C Salentica Solutions Read More

Intro to Salentica Engage

CRM is more than just software. It's a way of doing business.

Intro to Salentica Engage Read More

Intro to Salentica Elements

Spend time managing your business, not your to-do list.

Intro to Salentica Elements Read More

Salentica Engage

Watch the demo to learn more about Salentica Engage.

Salentica Engage Read More

Salentica Elements on Salesforce Lightning

Watch the demo to learn more about Salentica Elements.

Salentica Elements on Salesforce Lightning Read More

Salentica Data Broker for Microsoft Dynamics

Watch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.

Salentica Data Broker for Microsoft Dynamics Read More

Salentica Data Broker for Salesforce

Watch the demo to learn more about Salentica Data Broker for Salesforce.com.

Salentica Data Broker for Salesforce Read More

The Salentica story

There's CRM, then there's Salentica.

The Salentica story Read More

Salentica Elements

CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.

Salentica Elements Read More

Salentica Engage

CRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.

Salentica Engage Read More

Salentica Data Broker

The Wealth Management Integration Platform.

Salentica Data Broker Read More
  • Article

Salentica voted Best Cloud-Based Application Provider

Waters Ranking 2019 Awards

Salentica voted Best Cloud-Based Application Provider Read More
  • Article

Don't let your CRM become a data black hole

Written by: Dave Ireland, Co-General Manager.

Don't let your CRM become a data black hole Read More
  • Recorded Webinar

Enhance Advisor Productivity with Intelligent CRM

Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.

Enhance Advisor Productivity with Intelligent CRM Watch Now
  • eBook

Work smarter, not harder with intelligent CRM

An intelligent CRM solution is about business processes, relationships and system integration.

Work smarter, not harder with intelligent CRM Read More