Founded in 1997, Salentica is a market leader providing innovative, integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers on both Microsoft Dynamics CRM and Salesforce CRM platforms. Salentica’s industry leading clients include RIAs, Broker Dealers, Family Offices, Private and Institutional Wealth Managers, Trust Companies and Private Banks. The solution provides advisors with a complete view of the client through pre-built integration solutions to industry leading providers.
Integration Features
  • Access critical Veo client data such as account information, balances, positions, transactions and alerts
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