A CRM For Every Broker-Dealer

From advisor support and service to back-office functions, lead generation, and recruiting.

A CRM that truly understands what Broker/Dealers are and how you work.

One centralized location to organize and distribute all of your investment advice, coordinate liquidity through market-making activities, inform team members on trading activities and identify outreach for corporate capital raises.

Salentica has a perfect-fit CRM for every firm -- from small independent boutiques to large subsidiaries of giant commercial and investment banks.

Salesforce CRM for Broker Dealers
CRM Software Broker Dealers
CRM for Broker Dealers

20+

Years of Industry Experience

10,000

Users trust Salentica on a daily basis

A dedicated Service Team with financial and technical accreditations accessible in just a few clicks.

Access to Salentica University

A CRM To Handle the Transparency and Complex Pricing Models of Broker-Dealers

Helping you measure and organize in accurate terms, what the customer wants and what is delivered. Feel confident in both your depth and breadth of coverage.

Easily Create and Track Service Levels
Industry-Specific Data Points Like Financial Plan Entities, Including Liquidity Analysis
One-Click Relationship Summary Reports
CRM Pricing for Broker Dealers

InTouch

Have the right conversations, with the right people, at the right time.

InTouch as a Client Interaction Service Module that automatically populates future interaction dates calculated from your Last Contacted On (LCO) date, and predetermined timeframes you have set for the Relationship.


InTouch from Salentica

Workflow Manager

Design and trigger automation without complex programming.

Making it easier to create and manage workflow, so your team can claw back precious time.




Time & Expense

Automatically calculate cost from activity.

Have you ever wondered "How much did that interaction, with that client, just cost us?" Time & Expense automatically calculates resource cost according to your pre-defined rates.

Intelligent, Adaptive and Insightful CRMs

A solid customer relationship management (CRM) system is a critical element to maintaining communications and workflow between the back office and the advisors.

See How 10,000 Users Benefit From A Purpose-Built CRM

CRM Features Built for Advisors

Over 10,000 users trust Salentica's award-winning CRMs to help grow their business, gain share of wallet, and automate repetitive tasks. Backed by 20+ years of experience and certified Service Teams, discover how Salentica can help you.

Schedule a 30-Minute Demo