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Client relationship management for wealth managers

In wealth management, a properly executed client management strategy is critical to the growth and development of your firm. Leveraging more than 25 years of wealth management domain knowledge, our solutions continue to evolve to reflect the changing needs of wealth advisors and their clients. In 2016, Salentica joined SS&C Technologies.

Salentica brings together a deep understanding of client relationship management (CRM) technologies, focusing on Microsoft Dynamics 365 and Salesforce platforms. Unparalleled partnerships and alliances with leading custodians, portfolio management systems, and other technology solutions provide our clients with a truly integrated experience.

Business Needs Addressed

  • Client relationship management
  • Workflow/process automation
  • Pre-built integrations for relevant data sharing
  • Business intelligence/reporting metrics
  • On-demand mobile access
  • Guided implementation process with dedicated support

Learn more about Salentica CRM.