Filed under: CRM Software, Document Management

Company info:

RIA department info:


  • Founded in 1997


What is the service or product you offer to RIAs?

Salentica® is a market leader in providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers powered by either Microsoft Dynamics CRM or Salesforce CRM platforms. With over 5000 users today, we have a successful track record of over 25 years in developing and implementing financial software. Our solution is called Salentica CRM.

Salentica® CRM is a customizable solution designed specifically for wealth managers to support your client service and business development needs with a simple, easy-to-use tool that allow RIAs and wealth managers to save time, be more efficient, and focus on what matters – the client.

Salentica CRM 2016 Full Demonstration:

CRM for Salesforce Lightning:

How do you differentiate your offering from competitors?

Salentica CRM is offered on 2 of the leading CRM platforms available in the market today offering a choice for our clients of Microsoft Dynamics CRM or Salesforce CRM based solutions.

Salentica also specializes in integrated solutions for your CRM including Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo®, Orion Connect, Advent Black Diamond®, Laser App®, Envestnet | Tamarac® Advisor Rebalancing & Advisor View and a number of other leading portfolio systems such as Advent APX®, Axys®, Schwab PortfolioCenter® and more.

Salentica CRM provides seamless integration with Microsoft Outlook & Office, creating a central hub for client profile data with a variety of alerts and tools built to boost client service operations.

The CRM also uses a multi-level view of client relationships, with automated activity tracking.

In addition, Salentica conducts in-depth customizations, tailored for customer needs which include integration with back-office solutions, or a scaled, out-of-the-box option to satisfy any customer need.

What else would you like to say about your business?

Our senior management averages 16-plus years of experience working with wealth management firms, most having held senior positions at leading financial service provider companies including portfolio management software development companies specializing in WRAP, SMA and wealth management software.

Learn more about Salentica® CRM:

Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

Salentica® CRM Protects Your Portfolio Data Using Microsoft® Azure

Salentica Announces Integration to Orion Portfolio Accounting System

Salentica CRM Now Available on Salesforce AppExchange

Salentica is pleased to announce our new integration with TD Ameritrade Institutional Veo®

Read how our clients have solved real problems with our solutions:

Ronald Blue and Co Case Study

Steinberg Global Asset Management Case Study

Wetherby Asset Management Case Study

Edelman Financial Services Case Study

Grimes & Company Case Study

Piedmont Trust Company Case Study

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