Salentica CRM for Wealth Managers Reaches the First Milestone Toward Achieving the Certified for Microsoft Dynamics Accreditation

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Salentica CRM for Wealth Managers, built on the Microsoft CRM has passed Microsoft's Software Solution Test which is a key requirmeent for the Certified for Microsoft Dynamics® status. Salentica provides a comprehensive CRM and client reporting solution that addresses the needs of investment advisors, wealth managers and family offices.

Salentica announced today that its Salentica CRM for Wealth Management firms, built on the Microsoft Dynamics CRM, passed the Software Solution Test for Microsoft Dynamics, which is a major requirement for Certified for Microsoft Dynamics® status.

Certified for Microsoft Dynamics is Microsoft Corp.’s highest standard for partner-developed software. This certification represents a significant step in elevating the standard for partner-developed software solutions for industry-specific business applications. Solutions with a successful software test have demonstrated development quality and compatibility with the Microsoft Dynamics product. VeriTest, a service of Lionbridge, performed independent and rigorous testing on the solution’s integration with Microsoft Dynamics. Salentica has also earned the Microsoft Certified Partner designation with the ISV Competency.

“By requiring the software solution to meet our highest standards, Microsoft is assuring customers that these certified solutions work with their investments in Microsoft Dynamics,” said Doug Kennedy, vice president, Microsoft Dynamics Partners. “Microsoft congratulates Salentica on the software test results and wishes it success in earning the Certified for Microsoft Dynamics designation.”

Salentica’s CRM solution for wealth management firms delivers a single and complete view of client information, enabling wealth management and other financial services firms to closely track relationships, market more effectively, strengthen oversight and compliance, and drive efficiency throughout their operations. Salentica offers easy access to Know Your Client data including personal information, portfolio and account data, key relationships around clients as well as a robust Client Book (client statement) tool. All client touch points and documents can be securely accessed even from your choice of mobile device.

Specializing in client management and technology solutions for the wealth management market, Salentica offers a range of complementary services such as technology advisory, best practices configuration, comprehensive support, custom development, dashboard and data analysis, back office integration and hosted or on-premise options.

“Salentica has always focused on bringing exceptional value to wealth management firms. Passing the Software Solution Test for Microsoft Dynamics reflects our commitment to software excellence that helps drive performance for our clients,” said Bill Rourke, president, Salentica.

About Microsoft Dynamics
Microsoft Dynamics is a line of financial, customer relationship and supply chain management solutions that helps businesses work more effectively. Delivered through a network of channel partners providing specialized services, these integrated, adaptable business management solutions work like and with familiar Microsoft software to streamline processes across an entire business.

About Salentica
Salentica was formed in 1997 by a group of seasoned technology and financial industry experts who recognized the need for a vertically focused customer relationship management (CRM) solution. With over 20 years of experience in delivering technology for financial services, Salentica has more than 65 clients worldwide, including leading financial institutions, medium-sized wealth managers and family offices.

About Lionbridge
Lionbridge Technologies, Inc. (NASDAQ: LIOX) is a provider of globalization and offshoring services, including VeriTest software testing services. Based in Waltham, Mass., Lionbridge maintains solution centers in 26 countries and provides services under the Lionbridge and VeriTest brands. To learn more, visit


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