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.
