Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
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.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.