Salentica Inc.

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121 King Street West, Suite 840
Toronto, ON M5H 3T9
Canada
About Salentica Inc.
  • 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.
Competitors of Salentica Inc.

  • INDATA

    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

  • Doxim

    The Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.

  • Backstop Solutions Group

    Backstop is a software that helps hedge funds, funds of funds, and family offices; provides tools for portfolio management, client relationship management, investor account management, and reporting, are integrated into one easy-to-use package.
Products by Salentica Inc.

  • Salentica Advisor Desk

    • 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