Our extensive range of solutions are designed to manage business processes and client relationships effectively and efficiently, whether you are an independent advisor or an enterprise-level wealth management firm.
Salentica Engage™
Salentica Engage is a fully configurable Client Relationship Management solution powered by Microsoft.
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Salentica Elements™
Salentica Elements is a turnkey, yet configurable CRM with a data model built for Financial Services.
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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.
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