The Solution

Free up time to focus on your clients

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.

Scale your business, streamline processes, increase operational efficiency, and improve client service — with just one solution.

Why choose this solution

  • Robust, prebuilt wealth management solution
  • Integrations with key financial technologies
  • Efficiency boost with automated workflows
  • Anywhere, anytime access
  • Holistic view of clients
  • Streamlined operations
  • Cloud hosted
Since implementing Salentica in 2008, the solution has boosted efficiency at our firm. Salentica’s expertise coupled with the solution’s robust integration capabilities has helped us to streamline daily operations. This has been critical for our practice and has saved us both time and resources, allowing us to focus more on our clients and on the service that we provide.
Tom Steele, CPA, Vice President, Chief Financial Officer, Principal
Bartlett Wealth Management

Harness the Power of Lightning Dashboards

Take advantage of Salentica Elements’ modern and responsive UI and tailor the experience to match the way you prefer to work. Customize dashboards to give you the necessary information to start your day in one snapshot.

All the Data You Need at Your Fingertips

With Salentica Engage, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data on any mobile device. Advisors can expect improved accessibility, uniform experiences and rich visuals as part of a standard deployment. Features include enhanced business process flows, interactive dashboards, reference panels and more.

Salentica

Complementary Solutions

Advent Portfolio Exchange

Increase efficiency with APX, a centralized and scalable platform for all your portfolio, relationship, and prospect data.

Axys

Increase productivity with an easy-to-use, turnkey portfolio reporting and accounting solution.

Black Diamond Link for APX and Axys

Black Diamond Link leverages key features of the Black Diamond Wealth Platform to help elevate your client conversations.

Black Diamond Wealth Platform

Drive profitability, efficiencies and grow your business with Black Diamond Wealth Platform as the hub of your advisory business.

Work intelligently

Salentica’s CRM solutions provide a single, highly-accessible hub of information for you and your team. Increase efficiency and effectiveness, track prospects and clients effortlessly, achieve new client growth, and increase client satisfaction.

CONTACT US

Take the Next Steps