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Salentica Inc-Salentica AdvisorDesk(based on Microsoft Dynamics CRM)

Salentica AdvisorDesk(based on Microsoft Dynamics CRM) by Salentica Inc

Overview | Summary | Corporate Info | Related Articles

Salentica AdvisorDesk(based on Microsoft Dynamics CRM) Overview

Salentica AdvisorDesk(based on Microsoft Dynamics CRM)
Software Evaluation Report

Web Site

www.salentica.com


Competitor Analysis

Who should best benefit?


White Paper

A Growth Opportunity for Wealth Firms: Addressing the Changing Needs of Wealth Management Clients


Case Study

Opportunity Gained: Hillview Capital Advisors Finds a Solutions That Works the Way They Do




Version: 4
Formed in 1997, Salentica provides client management and technology solutions for the wealth management market. The company offers a suite of modules integrated with Microsoft CRM as well as a suite of advisory services for financial services firms. Salentica has more than 65 clients worldwide, including financial institutions, medium-sized wealth managers, and family offices. Salentica is a Gold Certified Microsoft partner, a member of the Microsoft Advisor Platform Marketing program, and the first customer relationship management (CRM) partner to be named a member of the Microsoft Insurance Value Chain. Salentica is headquartered in New York, New York (US), with Canadian offices in Toronto and Oshawa.

Salentica AdvisorDesk is a CRM and client reporting solution built around Microsoft CRM and designed to meet the requirements of private and institutional wealth management firms.

For more information, visit the company's Web site

http://www.salentica.com

or the product homepage

http://www.salentica.com/market_solutions/wealth_management

Salentica AdvisorDesk(based on Microsoft Dynamics CRM) Summary

Industry Focus

The vertical segment or industry to which Salentica AdvisorDesk(based on Microsoft Dynamics CRM) applies.

  • Banking
  • Financial Institutions

Product Portfolio

Functionality, services, or modules offered by Salentica AdvisorDesk(based on Microsoft Dynamics CRM).

    Localization

    The ability Salentica AdvisorDesk(based on Microsoft Dynamics CRM) has to adapt to non-native, national or regional standards(e.g., tax and regulatory compliance). This relates to Salentica AdvisorDesk(based on Microsoft Dynamics CRM)'s level of presence and localization capabilities.

    • North America (Canada and the United States)

    Server Platform

    A selection of server platforms supported by Salentica AdvisorDesk(based on Microsoft Dynamics CRM).

    • Microsoft server (such as Windows NT/2003/Vista)
    • Hosted solution or SaaS

    User Company Size

    The user company size (the total number of employees) that Salentica AdvisorDesk(based on Microsoft Dynamics CRM) is suitable for.

    • 1 to 50 employees
    • 51 to 200 employees
    • 201 to 500 employees
    • 501 to 1,000 employees
    • 1,001 to 5,000 employees
    • 5,001 to 10,000 employees
    • Over 10,000 employees

    User Company Sites

    The number of user company sites that Salentica AdvisorDesk(based on Microsoft Dynamics CRM) is suitable for.

      Salentica Inc Corporate Info

      Headquarters: 121 King Street West, Suite 840
      Toronto, ON
      M5H 3T9
      CANADA
      Contact Phone: +1(416) 366 3456
      Fax: NA
      Toll Free: NA
      Fiscal Year-end: December
      Fiscal Year Revenues (Growth):
      Fiscal Year Net Earnings (Growth):
      Fiscal Year Product vs. Services:
      Product:
      Services:
      Fiscal Year Employees:

      Salentica Inc Related Articles

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