Search posts by category

May 22, 2019

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.

May 17, 2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

May 2, 2019

Making the switch from PortfolioCenter to Black Diamond

Berman McAleer is an award-winning independent financial advisory and wealth management firm based in Baltimore, Maryland, with an office in Manhattan. The firm recently replaced their legacy portfolio management system with Black Diamond, allowing them to enhance their client experience.

Apr 25, 2019

The power of a technology partner

There is a clear difference between a “technology provider” and a “technology partner.” Both offer a solution that modernizes, optimizes and digitizes your business. However, only a partner will provide a level of personalized service that works as an extension of your team.

Apr 22, 2019

Work smarter with an intelligent CRM solution

Is your CRM system pulling its weight in your business? Is it simply a data repository for client information, or is it actually helping your team be more efficient and supporting your business strategy?

Apr 11, 2019

Technology: the M&A Influencer

Mergers and acquisitions (M&A) in the wealth management space is a trend that’s not going away.

Apr 4, 2019

Reporting drives meaningful conversations

It wasn’t  that long ago that notebooks stuffed with dry numbers and tab dividers were the norm for quarterly client reporting .

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.

RSS