Salentica CRM Now Available on Salesforce AppExchange

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Salentica CRM now available on Salesforce AppExchange for RIA's, Family Offices, Wealth Managers and Broker Dealers

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Salentica is pleased to announce the latest release of Salentica CRM, now available on the Salesforce1 Platform. The release provides RIA’s, Family Offices, Wealth Managers and Broker Dealers with a cloudbased wealth management CRM to address their unique needs for client management and business development. Salentica CRM is used today by many leading RIA’s and Family Offices, including clients ranked on numerous 2014 industry lists.

Salentica CRM for Salesforce will incorporate the Schwab OpenView Gateway™ for Salesforce application providing advisors who custody with Schwab with real time access to client balances, profiles, transactions, alerts, documents, cost basis and Move Money capabilities. Salentica will help clients gain maximum value from the integration on Salentica CRM for Salesforce.

“We are pleased to provide our latest release of Salentica CRM on the Salesforce1 Platform to provide our wealth management clients with an integrated desktop experience. The release of Salentica CRM for Salesforce is part of our commitment to support the leading CRM solutions,” says Bill Rourke, President of Salentica.

“We have seen advisors adopt a CRM-centric platform integrated with Schwab custodial data, and now with the Salentica CRM expansion, we will bring more choices to the advisors Schwab serves,” said Brian Shenson, vice president, Advisor Technology Solutions, Schwab Advisor Services.

Salentica will be an exhibitor at this year’s Schwab IMPACT®2014 conference in Denver, where demonstrations of Salentica CRM with Schwab OpenView Gateway integration will be available on both the Salesforce.com and Microsoft Dynamics CRM platforms.

About Salentica CRM
Salentica is the leading provider of CRM solutions for wealth managers, serving the needs of private wealth managers, RIA’s, Family Offices and Broker Dealers for more than 17 years. Salentica CRM is offered as both an On Premise and Cloud-based solution that supports leading CRM solutions including Salesforce and Microsoft Dynamics CRM. Salentica CRM provides advisors with a complete view of the client through our pre-built integration solutions to industry leading providers including Schwab via their OpenView Gateway™. Salentica’s integration solutions use the Salentica Data Broker technology ensuring the highest level of data security. Salentica is a Gold Certified Microsoft Dynamics CRM partner and part of the Salesforce Partner Program.

For more information, please contact: Bill Rourke, President, Salentica
212-672-1777 x222 or brourke(at)salentica(dot)com

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Tanya Tygesen
Salentica Inc.
+1 (416) 366-3456 Ext: 227
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Bill Rourke
Salentica Inc.
416-366-3456 222
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