Built on Microsoft Dynamics 365, Salentica Engage is a highly configurable Business and Client Relationship Management platform created to meet the complete CRM needs of advisors and wealth managers. With prebuilt real-time integrations to industry-leading custodians, portfolio management systems and more, advisors can improve the client service they provide while gaining a holistic view of their data.
Salentica® is a Certified Silver Microsoft Dynamics Partner, which is a recognition of Salentica’s expertise and the quality of our solutions. Access to cloud-based business applications are available on Microsoft AppSource to enhance Salentica Engage.
Manage your clients, meet compliance requirements and build your business pipeline with the solution, the people and the support you need to ensure a successful implementation.