CRM designed for Wealth Management

A proper client management strategy is critical to the growth and development of any wealth management business. Our client relationship management (CRM) solutions are built specifically to address the unique needs of financial services firms.

A deep understanding of CRM technologies combined with decades of domain expertise in the wealth management industry reinforces the services and solutions that Salentica provides.

Focusing on Microsoft Dynamics 365 and Salesforce platforms, Salentica has developed strategic partnerships and alliances with industry leading custodians, portfolio management systems, and other technology solution providers to deliver a truly integrated advisor desktop. Equip your firm with the tools necessary to manage your client relationships effectively and grow your business.

Automate key wealth management processes, including client onboarding, account opening and closing, client portfolio review and investment policy statement tracking.

Manage client activity at the relationship level and view all centers of influence.

Gain insight into your client base with a single view using a configurable hierarchy.

Know your clients better and deliver a more personalized experience.