The Solution

Free up time to focus on your clients

Investing in a Client Relationship Management (CRM) solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.

Scale your business, streamline processes, increase operational efficiency, and improve client service — with just one solution.

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Harness the Power of Lightning Dashboards

Take advantage of Salentica Elements’ modern and responsive UI and tailor the experience to match the way you prefer to work. Customize dashboards to give you the necessary information to start your day in one snapshot.

All The Data You Need At Your Fingertips

All the Data You Need at Your Fingertips

With Salentica Engage, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data on any mobile device. Advisors can expect improved accessibility, uniform experiences and rich visuals as part of a standard deployment. Features include enhanced business process flows, interactive dashboards, reference panels and more.

Why choose this solution

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Robust, prebuilt wealth management solution
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Anywhere, anytime access
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Cloud hosted
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Integrations with key financial technologies
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Holistic view of clients
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Streamlined operations
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Efficiency boost with automated workflows
[Salentica has] given us this deep sense of confidence that we are staying on top of all the moving pieces for all our client accounts. Before Salentica, using Excel and Word always meant there was a chance for us to miss tasks or deadlines, and moving everything to Salentica has made everything much cleaner and much more visible. We’re all eyes on what needs to be done and how quickly we’re doing it. I would highly, highly recommend Salentica to another firm.

- Brooke McMahon, Head of Business Operations
Towle & Co.


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Request a demo

Work intelligently. Salentica’s CRM solutions provide a single, highly-accessible hub of information for you and your team. Increase efficiency and effectiveness, track prospects and clients effortlessly, achieve new client growth, and increase client satisfaction.