Salentica

Tailor For My Firm
  • Tailor For My Firm
  • Asset Manager
  • Broker Dealer
  • Endowment / Foundation
  • Family Office
  • Fund Administrator
  • Fund of Funds
  • Hedge Fund
  • Independent Advisor
  • Prime Broker
  • Wealth Manager

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 20 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.

Learn more about Salentica CRM.

Business Needs Addressed

1
Client relationship management
2
Workflow/process automation
3
Pre-built integrations for relevant data sharing
4
Business intelligence/reporting metrics
5
On-demand mobile access
6
Guided implementation process with dedicated support

FEATURED CLIENT STORY

Diversified Trust Company

Diversified Trust Company is an employee-owned comprehensive wealth management firm based in the Southeast U.S. with more than $5.5B of client assets under management. The firm needed an integrated solution compatible with multiple user types and other systems to provide capacity for growth.

MORE CLIENT STORIES


Bartlett & Co.

Featured White Paper

Keeping Clients Front and Center

ADDITIONAL RESOURCES

Black Diamond® Platform Partner: Salentica Elements
Microsoft Dynamics CRM Feature Sheet
Data Broker Overview for Salesforce
Data Broker Overview for Microsoft Dynamics

Next Steps

Want to know more about Salentica CRM for wealth managers? Talk to one of our solution specialists. No sales pitch, just straight answers to help you make an informed decision.

Speak with a Solution Specialist
+ 1 800 727 0605
info@advent.com

For more information, visit Salentica.com.