Use Salentica features to proactively manage relationships and deliver better client service.
Discover the Salentica hierarchy and how it can apply to your firm.
Configure Salentica based on your firm’s needs.
Leverage and create consistent, repeatable workflows to create efficiencies within your business.
Specifically designed CRM for the unique marketing and client relationship management needs of wealth management and RIA firms.
Explore the advantages of Salentica and Microsoft partnership, creating a world class CRM ecosystem.
Explore Salentica’s integration partners, expanding your data points and CRM functionality.