Salentica is a market leader in providing innovative integrated Client Relationship Management and Client Reporting technology solutions for wealth management firms 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 vertical focus on wealth management and features and functionality rich Microsoft platform.
Salentica’s professionals provide a high level of domain expertise to deliver solutions that consistently exceed the expectations of its customers and partners.
Salentica holds Microsoft Gold Customer Relationship Management Competency.
Salentica’s world-class clients include Family Offices, Registered Investment Advisors, Private and Institutional Wealth Managers.
"DataSelf Analytics is an enterprise-level analytics platform designed for every business intelligence user at mid-sized companies from the CEO down. It’s self-service business intelligence at an SMB price. We start with the best technology, such as Tableau and Power BI for data discovery and...