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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 Read More
Discrete Manufacturing (ERP)
The simplified definition of enterprise resource planning (ERP) software is a set of applications that automate finance and human resources departments and help manufacturers handle jobs such as or...
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Documents related to » salentica


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

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. Read More
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

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 imp Read More
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.

salentica  salentica,Hillview Capital Advisors,crm,asset management,financial management,microsoft crm,dynamic crm,dynamics crm,crm dynamics,crm softwares,crm software,software crm,customer relationship management,contact management,crm 4.0 Read More
Customer Relationship Management (CRM) Software Evaluation Report
Customer Relationship Management (CRM) Software Evaluation Report allows you to compare and analyze the features, functions, and services of multiple enterprise software solutions. Vendor responses are comprehensively rated on their level of support of for each criterion (supported, not supported, customization, future releases, etc.) to ensure you make and accurate and informed decision.

salentica   Read More

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