Toronto, ON (PRWEB) February 1, 2007
Salentica Systems Inc., a leading provider of client management solutions based on Microsoft Dynamics™ CRM, and InfoGrate Inc., a custom consulting services firm in Chicago today announced a partnership where they will deliver hosted, tailored client relationship management solutions to the Private Client , Family Office and High Net Worth markets.
"Partnering with InfoGrate allows us to extend our AdvisorDesk solution to a group of boutique financial services clients," said Bill Rourke, President Salentica Systems, "Through InfoGrate's offering of a cost-effective hosted solution, more wealth management firms will be able to access a customized set of CRM products at any level. "By combining InfoGrate's CRM consulting services, current relationships and knowledge in these boutique markets with the knowledge and implementation skills of Salentica's AdvisorDesk CRM solution we can address the needs of a more diverse group of clients".
Salentica's "desk" solutions are continually being enhanced to address the needs of a diverse group of financial services clients. This purpose built CRM "desk" modules allows many levels of Wealth Management companies to utilize the best products and components of a large CRM system.
"The relationship with Salentica will allow InfoGrate's family office and advisory clients to quickly integrate their portfolio accounting, custodial, and performance data into Outlook such that they will have true entity partnership management," said Tania Neild, CEO of InfoGrate. "While not a traditional software reseller, InfoGrate forms select partnerships with leading software providers, like Salentica, because having tighter relationships allows InfoGrate to have a deep understanding of the offerings and future capabilities. The partnership enables us to gauge the best fit for the clients and follow-up with a fast implementation and integration, making Salentica a cost-effective total solution."
Salentica AdvisorDesk is the Wealth Management solution which allows users to work with Microsoft CRM in a manner that reflects their normal business dealings with clients. Whether a sales representative or manager, the Wealth Management component will display the information needed. The CRM is tightly integrated with Microsoft Outlook allowing for greater ease of use and high adoption rates. Client management tasks are seamless and allow for "know your client" information, creation of hierarchical groupings and easy navigation among relationship, including account, household and family. Incorporates Expense management, marketing distribution, single pane views on client and households and integrates with multiple custodial services.
Built around Microsoft's Customer Relationship Management solution, Salentica has delivered the functionality to provide financial services firms with the ability to deliver superior client service in a cost efficient manner.
About Salentica Systems Inc.
Salentica provides client management solutions for buy- and sell-side financial service firms, built around the Microsoft .NET platform and Microsoft CRM. Salentica extends the platform by creating purpose built components to address specific needs of the financials services market. Salentica's customer base includes many of North America's largest financial services firms in mutual fund wholesaling, investment banks, institutional asset management, private wealth management, retail brokerage and insurance.
InfoGrate, Inc., is a boutique information processing consulting company specializing in financial data. As a division of InfoGrate Inc., InfoGrate Wealth (iWealth) provides operations and technology services to organizations that advise, manage, and support ultra-high net worth clients. InfoGrate's senior technology architects and operations managers are dedicated to rapid, efficient implementations and find creative ways to build low-cost, highly scaleable processes that can be effectively maintained.
Salentica Contact: InfoGrate Contact:
Bill Rourke, President Tania Neild, CEO
Salentica Systems Inc. InfoGrate, Inc.
416 366-3456 ext. 222 1-800-406-5488