Salentica Announces Hosted Wealth Management CRM Solution

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Advisor Desk FASTRAK for wealth management firms reduces capital costs, deployment time and risk.

With Advisor Desk FASTRAK, our clients can be up and running quickly with functionality specific to their needs, without any upfront capital investment.

Salentica Systems Inc., a leading provider of client management solutions for the financial services sector, today announced a hosted FASTRAK version of its flagship product for wealth management firms, Salentica Advisor Desk based on Version 4 of the highly ranked Microsoft Dynamics CRM. Deployed in Salentica's world-class, SAS 70 audited data center, Advisor Desk FASTRAK offers clients the benefits of lower cost of entry, reduced risk and rapid deployment of new services and new users.

"This is an attractive solution for wealth management firms that want to move quickly or do not have the available IT resources to manage the server environment," said Bill Rourke, President, Salentica. "With Advisor Desk FASTRAK, our clients can be up and running quickly with functionality specific to their needs, without any upfront capital investment."

"Salentica's Advisor Desk demonstrates the real value that hosted offerings of CRM solutions can provide to customers," said Brad Wilson, general manager for Microsoft Dynamics CRM at Microsoft Corp. "With Salentica's domain expertise and experience working with wealth management firms, this new offering will provide more choice to customers looking for a CRM solution tailored to their needs."

Salentica's senior managers have an average 16-plus years of experience working with wealth management firms. Its professional services team draws on learning from over 60 wealth management engagements, best practices knowledge and familiarity with the business processes, relationships and systems of wealth management firms.

About Salentica Systems Inc.:
Salentica, a Microsoft Gold Certified Partner, specializes in CRM solutions for financial service firms. Built around the Microsoft .NET Framework and Microsoft Dynamics CRM 4.0, Salentica solutions extend the platform by creating purpose built components to address specific needs of wealth management, institutional brokerage and financial product wholesaling firms.

Headquartered in the heart of the financial district in Toronto, with an office in New York, NY, Salentica has more than 60 clients worldwide.

Contacts
Salentica: Bill Rourke, President         
416-366-3456 Ext. 222

Product and service names mentioned herein are the trademarks of their respective owners.

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Bill Rourke
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