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 salentica


Salentica Inc
Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules

salentica  Inc Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and the first

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Software Functionality Revealed in Detail

We’ve opened the hood on every major category of enterprise software. Learn about thousands of features and functions, and how enterprise software really works.

Get free sample report
Compare Software Solutions

Visit the TEC store to compare leading software by functionality, so that you can make accurate and informed software purchasing decisions.

Compare Now

Documents related to » salentica

Salentica AdvisorDesk: Customer Relationship Management (CRM) Competitor Analysis Report


This comprehensive, customer relationship management (CRM) knowledge base covers the full range of CRM functionality. Modeled especially to help clients requiring modern B2B or B2C solutions, it covers marketing automation, sales force automation, customer service and support, partner management, contract management and creation, project and team management, Internet sales, e-mail response management, analytics, and important technical criteria.

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Salentica AdvisorDesk


Salentica AdvisorDesk is a CRM and client reporting solution built around Microsoft CRM and designed to meet the requirements of private and institutional wealth management firms.  

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Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do


With $1 billion in assets under management, Hillview Capital Advisors, LLC had to pull data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications that now seemed inadequate for its growing needs. Learn how a new customer relationship management (CRM) system helped the firm increase productivity and get instant access to know-your-client information.

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