Salentica Launches Client Book to Simplify Client Reporting and Analysis for Wealth Management Firms

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Salentica has announced the release of Salentica Client Book to meet the client reporting needs of Wealth Management and Family Office firms. Salentica Client Book is tightly integrated with Salentica's wealth managment CRM solution built on the Microsoft CRM and Microsoft SharePoint, eliminating the need for clients to build custom integrations between their CRM and reporting solution.

Rather than forcing a band-aid solution together, these firms can now draw information directly from the CRM and Salentica Advisor Desk, capturing all asset classes, including real estate, limited partnerships, private equity, foundations, art and business assets. Content and format of reports can be customized depending on the interests and role of the recipient.

Salentica, a leading provider of wealth management solutions based on the Microsoft CRM and Microsoft SharePoint, has announced the release of Salentica Client Book which will dramatically simplify the operations of wealth managers by providing personalized and aggregated client reporting.

Designed for wealth managers serving the high net worth, ultra high net worth and family office market, Salentica Client Book is a single, fully integrated client reporting solution that accommodates asset aggregation from multiple source systems and provides personalized client reports. The solution also supports estate modeling and asset manager reviews.

Diversified Trust, a wealth management firm based in the U.S. Southeast region with $3 billion of client assets under management, has selected Salentica Client Book to meet its reporting needs.

"We wanted to improve our statement format, accelerate preparation and increase our distribution options," said Randy Simpson, VP of Information Services, Diversified Trust. "Salentica's new Client Book will help us maintain our competitive edge in client service, while simplifying our own processes."

Portfolio reporting is one of the most visible representations made by wealth management firms. Current market conditions have made this service more important than ever, as wealth clients review and attend to their accounts, yet most reporting systems can't accommodate the complexity of this market.

Said Bill Rourke, President, Salentica: "Rather than forcing a band-aid solution together, these firms can now draw information directly from the CRM and Salentica Advisor Desk, capturing all asset classes, including real estate, limited partnerships, private equity, foundations, art and business assets. Content and format of reports can be customized depending on the interests and role of the recipient."

About Diversified: Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with $3 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments and retirement plans. Diversified Trust has offices in Atlanta, Memphis and Nashville.

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.

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Bill Rourke
Salentica Corp.
416-366-3456 ext. 222
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