Salentica

Salentica is a market leader in providing innovative integrated Client Relationship Management (CRM) and Client Reporting technology solutions for wealth managers with a successful track record of over 25 years in developing and implementing financial software. Built on the Microsoft Dynamics ® CRM foundation, Salentica solutions seamlessly integrate with various portfolio 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. Salentica's world-class clients include Family Offices, Registered Investment Advisors, Private and Institutional Wealth Managers among which are some of the largest global banks and financial institutions. Salentica is the first Microsoft independent software vendor (ISV) confirmed participant in the Schwab OpenView Gateway ™ program to integrate Schwab custody data into Salentica Advisor Desk™, a customized version of the Microsoft Dynamics® CRM. This integration will allow Salentica clients who custody assets with Schwab Advisor Services to access real-time custody data from within their CRM system.