Gain meaningful insight into your clients with Salentica
Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.
Salentica gives you the tools to scale your business, streamline processes, increase operational efficiency, and improve client service. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.