Salentica Corp

Computer SoftwareNew York, United States11-50 Employees

Salentica Corp is a software development company based in New York, established in 1997, that specializes in integrated client relationship management for wealth management firms. Its Salentica CRM offerings are designed for wealth managers, registered investment advisors, family offices, trust companies, private banks, and independent broker-dealers, with emphasis on aligning CRM functionality with the needs of financial services institutions. The solutions are built to work within Microsoft Dynamics CRM and Salesforce platforms and are designed to integrate with a broad set of industry-standard systems used by wealth managers, including portfolio accounting, custodian forms, rebalancing tools, office productivity software, and document management systems. Salentica emphasizes domain expertise and customer-focused service as it delivers financial software solutions intended to streamline client management, enhance workflow, and improve interoperability with ancillary platforms. The company has a history of over 25 years in developing and implementing financial software and serves a global roster of large banks and financial institutions as well as family offices and advisory firms. In a recent development, Salentica announced integrations with a Data Broker platform to extend its ecosystem of connected solutions.

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