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

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: includes client onboarding, account opening and closing, client portfolio review and investment policy statement tracking. 

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

Gain insight into your client base: a single view using a configurable hierarchy.
 
Know your clients better:deliver a more personalized 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

Gluskin Sheff

Finding a partner in Salentica with experience in the nuances of the wealth management business.

MORE CLIENT STORIES


Bartlett & Co.

Marietta Investment Partners

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.