Salentica Corp

Software DevelopmentNew York, United States11-50 Employees

Founded in 1997, Salentica is a market leader in providing innovative integrated Client Relationship Management (CRM) solutions for wealth managers, RIA's, Family Offices, Trust Companies, Private Banks and Independent Broker Dealers and has a successful track record of over 25 years in developing and implementing financial software. Salentica CRM is available on both the Microsoft Dynamics CRM and Salesforce CRM platforms. Salentica CRM solutions seamlessly integrate with numerous industry standard solutions used by wealth managers including portfolio systems (Schwab PortfolioCenter, Advent APX, AXYS and Black Diamond), Laser App (custodian form filling solution), Envestnet | Tamarac Advisor Rebalancing (Portfolio Rebalancing Solution), Microsoft Office tools (Outlook Word, Excel) and Document Management tools (SharePoint, LaserFiche and Worldox). Salentica CRM also provides real time custodian account integration with our Schwab OpenView Gateway and TD Ameritrade Institutional's VEO solutions. Salentica’s professionals provide a high level of domain expertise, acquired through years of working with financial services organizations, to deliver solutions that consistently exceed the expectations of its customers and partners. Dedicated to excellent service and dialogue with its customers, Salentica continually improves its offerings to deliver superior value through the latest technology and imaginative thinking. Salentica’s world-class clients include Family Offices, Registered Investment Advisors, Private and Institutional Wealth Managers as well as Broker Dealers among which are some of the largest global banks and financial institutions.

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