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Salentica

Filed under: CRM Software, Document Management

Company info:

RIA department info:

Etcetera:

  • Founded in 1997

Q&A:

What is the service or product you offer to RIAs?

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 Elements, a Force.com by Salesforce solution:



Salentica CRM on Microsoft Dynamics:



How do you differentiate your offering from competitors?


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.

What else would you like to say about your business?


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:

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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Advent's parent buys Salentica to bolster Black Diamond CRM

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

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

How one RIA's faith in Salesforce's sophistication led to cut-and-paste hell and a major rethinking

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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