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Salentica® is a leading provider of integrated Customer Relationship Management (CRM) solutions and software with over 30 years of experience exclusively in CRM for Wealth Management. Salentica is built on the Salesforce and Microsoft Dynamics platforms and is designed for the unique needs of Wealth Managers, RIAs and Family Offices. In 2016, Salentica joined SS&C Technologies, a leading service and software provider for the global financial services industry.
Salentica CRM 2016 Full Demonstration:
CRM for Salesforce Lightning:
Salentica CRM is offered on two 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.Additionally, Salentica conducts in-depth customizations that are tailored for the unique needs of each client, allowing the CRM to grow alongside each firm.
Salentica is a platform partner to the Black Diamond® wealth platform, the flagship cloud-based portfolio management solution from SS&C Advent. Black Diamond provides advisors a purposeful suite of tools – from portfolio management to reporting to client communications and more – to manage their client’s complete wealth picture. With Black Diamond and solutions from platform partners for CRM, financial planning and more, advisors are empowered to deliver value and advice to clients with the power of advanced technology behind them.
Salentica also specializes in integrated solutions for your CRM including: Custodians - Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo® and Fidelity Wealthscape℠
Portfolio Management Systems - Advent APX® & Axys®, Envestnet | Tamarac® Advisor Rebalancing & Advisor View and Orion Connect
Back office tools – Microsoft Office, Outlook & SharePoint and other document management systems
Other - LaserApp® for custodial form filling, ModestSpark for client portal, MoneyGuidePro for financial planning, ClickDimensions for marketing automation
As the hub of your organization, Salentica CRM uses a configurable 360° hierarchy view of client relationships including Families, Households and their Centers of Influence, Contacts, Accounts, Portfolios & Holdings and more.
Our senior management has over 75 years of combined industry experience working with wealth management firms, most having held senior positions leading financial service provider companies including portfolio management software development companies specializing in WRAP, SMA and wealth management software.
Learn more about Salentica® CRM:
Read how our clients have solved real problems with our solutions:
SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer
After a dazzling SF demo, Portland Global Advisors planned to dump its advisor-dumb Microsoft CRM for Salesforce but the devil was in details
How Ric Edelman's bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica
The secondary effect was a muscle flexing that brought about a TD integration with Schwab's gritted-teeth blessing
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