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
CGI features the leading Rating solution (Ratabase) and the only integrated, best of breed Insurance Suite solution (Insurance Fusion360) enabling our customers to achieve unparalleled efficiency and productivity.
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.
• 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
Rate and Review Salentica Inc.
Rate and Review INDATA
Rate and Review CGI
Rate and Review Doxim
Looking for a new vendor?
Choose any category below to get started and compare price quotes for free.