Salentica CRM - Advisor Edition is a market leading Client Relationship Management solution exclusively designed for the Wealth Management industry. Build on the Microsoft Dynamics CRM foundation, Salentica Advisor Desk seamlessly integrate with various portfolio and back office systems providing clients with a full range of benefits offered by the powerful combination of Salentica’s vertical focus on the wealth management and features- and functionality- rich Microsoft platform.
- Designed to meet the most complex needs of wealth management firms
- Fast access to all important information - personal data, financial and account data at a client and household level with full audit functionality
- iParties (interested parties) - complete view of all centers of influence - CPAs, portfolio managers, trustees and more
- ActivitiesPlus - complete view of all client touch points and documents, with security-controlled access for enhanced monitoring and compliance
- Workflow automation - client onboarding, account openings and terminations, client reviews, task assignments and more
- System integration with various systems including Schwab PortfolioCenter and Schwab OpenView Gateway (real time integration), Eagle Investment Systems platform, Private Client Resources Palette Platform, Advent Axys, Advent Portfolio Exchange, Laser App in addition to seamless integration with Microsoft Office (Outlook, SharePoint, Word, Excel)
- Increased Productivity
- Increased Operational Efficiency
- Ability to identify new prospects
- Increased Marketing Efficiency
- Enhanced Oversight and Compliance
- Enriched Client and User experience
Salentica CRM - Advisor Edition has not been reviewed by any customers.
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The views and opinions submitted and expressed here are not those of Microsoft.