Your advertisements here

Financial Technology Year

HOME     NEWS    ARTICLES    PODCASTS    VIDEOS    EVENTS     JOBS     COMMUNITY    TECH DIRECTORY   ABOUT US

at Financial Technnology Year

This content is provided by FinTechBenchmarker.com who are responsible for the content.
Please contact them if you have any questions.

Salentica CRM

from Salentica

CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth management with AUM tracking, client household management, workflow automation, document management, and integration with portfolio management systems. Includes compliance and audit trail features.
Is this your Company
Category: Advisor Platforms
in: Wealth Management
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.

Salentica CRM


Category: Portfolio Management Systems
in: Wealth Management
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.

Salentica CRM


Category: Client Relationship Management (CRM) Systems
in: Wealth Management
Specialized CRM platforms designed for wealth managers to track client interactions, manage relationships, document client goals, and track progress against financial plans. These systems often include compliance features and integration with portfolio management tools.

Salentica CRM


Publicly available data, summarised using AI.

If you are the vendor, claim your page


Your advertisements here