Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers
Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows.
Leverage our deep domain knowledge to reduce operational risks, increase business process efficiency, and improve your business development pipeline. Delivering the superior service experience your clients expect.
Elements is a defined CRM that constantly delivers new tools and enhanced best practices in a seamless no-disruption system.