Salentica Advisory Services | Salentica

By: Salentica  09-12-2011
Keywords: wealth management, relationship management, Client

The most trusted technology advisor for wealth management firms
You're a wealth manager and an expert in providing your client's with a strategy for their future. Client relationships are the key to your success. Don't lose focus on that.

Salentica are experts in operational efficiencies and technologies that wealth management firms rely on to manage these important relationships. Let us maximize your return and lower the risk on your technology investment through optimizing your workflow and operational procedures.

Let us simplify your life

With over 25 years of direct industry experience, Salentica understands that technology enables and provides the vital tools for a successful business; tools that wealth firms must rely on each day. We have real business backgrounds and keep involved with industry changes and trends by continuing to be involved in the industry. Salentica does not provide academic consulting. We solve problems based on real life experience of having been in your shoes. We have implemented and operated the technologies you require to run your business.

Operational Services

  • Internal Control and Risk Assessments

  • Requirements Definition and Needs Analysis

  • Best Practice Analysis

  • Client Relationship Management Business Strategy

  • Automation of Client Service and Business Processes

  • Client Reporting and Statement Strategy

  • Implementation and Project Management

  • Client Access and Web Portal Design

Technology Services

  • Strategic Technology Review and Recommendations

  • Business Process Redesign or Reengineering

  • Technology Selection and Implementation

  • Technology Advisory Assistance

  • Due Diligence and Risk Analysis

Regulatory & Compliance Services

  • Compliance Program Development and Review

  • Policies and Procedures Review and Redesign

  • Compliance System Implementation

  • Compliance Manual Design, Documentation and Delivery

  • Regulatory Registration Assistance - US, Canada, Off-shore

Other Services

  • New Business Start-up

  • Business Process Outsourcing Analysis

  • M&A Due Diligence

  • Business Transformation Strategy

  • Product Rationalization

Our Process

  • Determine Business Needs and Key Drivers

  • Review, Analysis and Key Success Factors

  • Recommendations - Based on Needs and Experience

  • Identify and Determine Scope of Work and Timelines

  • Project and Implementation Planning

  • Documentation, Evaluation and Completion

Keywords: Client, relationship management, wealth management

Contact Salentica

Email - none provided

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Other products and services from Salentica


Certified CRM & SharePoint Experts Support Plan

Our support team is comprised of MS Certified professionals who regularly maintain the certifications and knowledge levels so as to better support our clients. Salentica's Support team provides responsive, accurate and targeted support based on their deep knowledge of the MS Dynamics CRM and SharePoint applications.


Custom CRM & SharePoint Professional Services

Our senior managers average 16-plus years of experience working with wealth management firms, most having held senior positions at a leading provider of portfolio management software for WRAP, SMA and wealth management firms. Salentica offers unparalleled knowledge and experience in Microsoft Dynamics CRM and SharePoint implementations and how best tailor them to work for your organization.



Regular project reporting by the Salentica project manager provides the client with a regular status of the project's progress and any issues that may affect the project's success. Salentica's implementations begin with a Needs Analysis to gather and confirm client requirements and document the implementation approach, timing, resources and budget.


Hosted CRM & SharePoint for Financial Industries

Salentica provides a hosted turnkey solution as an easy way to deploy the Microsoft Dynamics CRM & SharePoint Server faster and without the requirement for a capital investment in software and hardware. Firms wanting to implement MS Dynamics CRM or MS SharePoint can outsource the management and installation of the hardware and applications through a hosted model.


technical services

Salentica's technical services build upon our deep knowledge of the MS Dynamics CRM and SharePoint applications including extensive experience with troubleshooting difficult implementations. Regular project reporting by the Salentica project manager provides the client with a regular status of the project's progress and any issues that may affect the project's success.