SALENTICA

salentica-logo

Salentica is a CRM specialist and software development firm providing Microsoft Dynamics CRM and Salesforce CRM based software solutions, deployment services, training and support. We are committed providing the best client management solutions for our wealth management clients to enable them to drive operational efficiencies, reduce operational risk and improve business development processes to help grow their business. Our success is earned through our client’s success. We achieve our bus... iness focus by: delivering software solutions that meet our wealth management client needs, providing innovative ideas and best practices based on our deep domain knowledge to help our clients achieve success, and then providing the ongoing support services to ensure long term success and broad user adoption. Salentica has provided Client Relationship Management solutions for wealth management firms since its inception in 1997. Our mission leads to a wealth of functionality and deep domain knowledge on the best practices, based on many years of experience working with wealth managers. Our goal is to eliminate surprises for our key stakeholders including employees and clients, exceed the expectations of our clients and build long term relationships with our clients. Respecting and protecting our client’s confidential information is in our DNA and that will not be jeopardized.

#SimilarOrganizations #People #Website #More

SALENTICA

Social Links:

Industry:
Computer CRM Software

Founded:
1997-01-01

Address:
New York, New York, United States

Country:
United States

Website Url:
http://www.salentica.com

Total Employee:
11+

Status:
Active

Contact:
(212)672-1777

Email Addresses:
[email protected]

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Tag Manager Content Delivery Network Mobile Non Scaleable Content Microsoft Exchange Online Office 365 Mail


Similar Organizations

secure-thingz-logo

Secure Thingz

Secure Thingz a focus on developing and delivering advanced security solutions into the emerging Industrial Internet of Things.

Current Employees Featured

david-ireland_image

David Ireland
David Ireland Co-General Manager @ Salentica
Co-General Manager
1997-12-01

david-ireland_image

David Ireland
David Ireland Director, Technical Services @ Salentica
Director, Technical Services
2016-10-01

Founder


bill-rourke_image

Bill Rourke

Official Site Inspections

http://www.salentica.com Semrush global rank: 4.84 M Semrush visits lastest month: 1.85 K

Unable to get host informations!!!

Loading ...

More informations about "Salentica"

SS&C Salentica - CRMs Designed for Financial Services

Solutions Salentica Engage™ Salentica Elements™ Salentica Data Broker™ Modestspark Who We Serve AdvisorsSee details»

Salentica - Crunchbase Company Profile & Funding

Salentica is a market leader providing innovative, integrated CRM solutions for RIAs, Family Offices & Trust Companies on both Microsoft.See details»

Salentica - 2025 Company Profile, Team & Competitors - Tracxn

Jun 27, 2025 Salentica is an acquired company based in New York City (United States), founded in 1997 by Bill Rourke and John Doe. It operates as a CRM solution for financial service …See details»

Salentica Systems Inc., Toronto, Ontario - CompanyListing.ca

Salentica Systems Inc. provides Analytics and CRM software solutions for firms providing wealth management products and services. Salenticas solutions address the needs of front line …See details»

Salentica was acquired by SS&C | Tech M&A - Tequity Advisors

Salentica was acquired by SS&C SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), an industry leader in the FinTech market and a global provider of financial services software and software …See details»

Salentica Company Profile | Management and Employees List

Find contact information for Salentica. Learn about their Customer Relationship Management (CRM) Software, Software market share, competitors, and Salentica's email format.See details»

Salentica - Overview, News & Similar companies | ZoomInfo.com

Jul 18, 2022 Who is Salentica Salentica is a market leader in providing innovative integrated Client Relationship Management (CRM) and Client Reporting technology solutions for wealth …See details»

Salentica Company Profile 2024: Valuation, Investors ... - PitchBook

Information on acquisition, funding, investors, and executives for Salentica. Use the PitchBook Platform to explore the full profile.See details»

Salentica, a Division of SS&C Technologies - leadiq.com

Learn more about Salentica, a Division of SS&C Technologies's company details, contact information, competitors, and more. Find accurate contact data easily with LeadIQ. Book a …See details»

Salentica CRMs for Enterprise Banks

For large financial firms, commercial banks, or divisions of, Salentica helps omnichannel firms better serve their clients. A modern CRM for the way, you interact with customers. Our CRM solutions help increase sales, enable …See details»

FAQ - salentica.com

The platforms serve different needs. Our sales representatives will explain the key differences in the two platforms and work with you to determine the best fit for your organization.See details»

Introducing SS&C Black Diamond® Wealth Solutions - Engage

Aug 4, 2025 We’re introducing SS&C Black Diamond® Wealth Solutions, a name that better reflects the full range of technology and services available to support you. Starting August 5, …See details»

SS&C Salentica - Blog

Oct 11, 2021 A blog of recent news and current events relevant to the Financial Advisor and Wealth Management industries. We curate and publish CRM technology news, tips, tricks, and …See details»

Salentica Elements CRM Glossary and Key Terms

Aug 11, 2021 Here’s a quick list of common Salentica Elements terms to bring you up to speed fast. Org This is short for “organization” and you’ll hear this term quite frequently. Each …See details»

Home - Engage

Engage Training Elevate your expertise through our Training hub, offering tailored Learning Paths, a curated Video Playlist, and various Training Opportunities desig…See details»

Product Brief | SS&C Salentica Engage CRM

Due Dilligence (800) 727-0605 // [email protected] Engage is an industry-specfic solution that gets the most out of the platform.See details»

Business Units - Engage - engage.salentica.com

Jan 25, 2024 The organization (also known as the root business unit) is the top level of a business unit hierarchy. Engage automatically creates your organization. You can’t change or …See details»

Salentica Engage product brief

Investing in Salentica Engage provides your organization with anytime, anywhere access to a robust prebuilt wealth management solution that has all the ingredients your firm needs to be …See details»

Salentica Engage CRM Glossary and Key Terms

Aug 11, 2021 Here’s a list of common Salentica Engage terms to bring you up to speed fast. Org This is short for “organization” and you’ll hear this term quite frequently. Each customer has its …See details»

Beginner Learning Path - elements.salentica.com

May 14, 2025 Welcome to the Beginner Learning Path! Here you'll find an introduction to Elements. Get acquainted with the interface, basic features, and navigation. Then learn …See details»

linkstock.net © 2022. All rights reserved