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