Salentica is a market leader in providing innovative integrated Client Relationship Management and Client Reporting technology solutions for wealth management firms with a successful track record of over 25 years in developing and implementing financial software.
Built on the Microsoft® Dynamics CRM foundation, Salentica solutions seamlessly integrate with various portfolio systems providing clients with a full range of benefits offered by the powerful combination of vertical focus on wealth management and features and functionality rich Microsoft platform.
Salentica’s professionals provide a high level of domain expertise to deliver solutions that consistently exceed the expectations of its customers and partners.
Salentica holds Microsoft Gold Customer Relationship Management Competency.
Salentica’s world-class clients include Family Offices, Registered Investment Advisors, Private and Institutional Wealth Managers.
INDATA® is a leading industry provider of software and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office.
INDATA’s iPM Portfolio Architect AI is the investment industry’s first portfolio construction, modeling,... Read More
We provide a wide range of products and services to both organizations and individuals seeking to boost their performance in project management, leadership & management, federal acquisition & contracting, federal financial management, and grants & assistance. Experts in training, assessment,...
Terrace Software designs & develops custom technology solutions for the connected workplace - on premises, cloud, desktop & mobile. We have worked in all major industries and have particularly deep experience with financial services, specialty retail, insurance, and manufacturing.
Our focus is...
• Designed to meet the most complex needs of wealth management firms
• Fast access to all important information - personal data, financial and account data at a client and household level with full audit functionality
• iParties (interested parties) - complete view of all centers of influence... Read more