Creating A Tightly Integrated Family Office Operation.

Manage the growing number of households, family members, vendors, and partners that exist within your network.

A CRM to maximize
networks of relationships.

Family Offices grow progressively. And so too do their networks of relationships. As in-laws, children, grandchildren, and great-grandchildren are added, a Family Office’s relationship network expands—both in number and in complexity. Requiring a CRM that organizes data and connections smartly.

The Family Offices that are thriving today are the ones that are capitalizing on technology to fuel their growth.

Salesforce CRM for Family Offices Financial
CRM for Financial Family Offices

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

The most effective CRMs view CRM entries as human relationships, rather than transactions.

Family Offices require a CRM that can handle their diverse service offerings and complex multi-generational networks, no matter what client is receiving what service.

Wealth Management
Investment Strategies
Small Business Management
Family & Legacy
CRM Pricing for Family Offices

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.

CRMs can help Family Offices understand how they can strengthen and broaden relationships.

Relationships are at the heart of all successful Family Offices, and the most effective CRMs show you the—often hidden—paths to unlock your next opportunity.