Salentica® Solutions

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 Dynamics 365.

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Salentica Elements™

Salentica Elements is a turnkey, yet configurable solution powered by the Salesforce Lightning Platform.

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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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Modestspark

Wealth Management Client Portal

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