TopProvider LB - Wall Street & Technology Online B
TopProvider LB - Wall Street & Technology Online B

Salentica Inc.

Perform with insight The CRM for Financial Services

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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.

Company Details

Address
121 King Street West, Suite 840
Toronto, ON M5H 3T9

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Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from... Read More

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Products & Services

Salentica Advisor Desk

• Designed to meet the most complex needs of wealth management firms • Fast access to all important information -...

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Categories

Customer Relationship Management
TopProvider MR - Wall Street & Technology Online B