Overview
Salentica Engage is a customer relationship management (CRM) platform for wealth managers and advisory firms. Built on Microsoft Dynamics 365, it offers real-time integration and workflow automation to streamline client engagement and compliance. While its initial setup may require guidance, firms benefit from scalable infrastructure and tailored CRM customization.
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Starting Price
Custom
Salentica Engage Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Salentica Engage?
Salentica Engage is a CRM solution designed for financial services firms seeking to centralize client data, automate workflows, and improve operational efficiency. Built on Microsoft Dynamics 365, it integrates seamlessly with custodians, portfolio systems, and Microsoft tools to deliver a unified client view.
The platform also supports complex estate planning structures, facilitates secure collaboration across advisor teams, and streamlines engagement through enhanced visibility.
Salentica Engage Pricing
Salentica Engage Integrations
Salentica Engage integrates with various third-party tools and systems, including:
- Docusign
- iRebal
- Junxure
- Moody’s
- eMoney
Who Is Salentica Engage For?
Salentica Engage is ideal for a wide range of industries and sectors, including:
- Financial institutions
- Asset management
- Retirement services
Is Salentica Engage Right For You?
If your firm needs a CRM that supports complex client relationships, automates compliance workflows, and integrates with financial platforms, Salentica Engage is a strong fit. It’s built to handle estate planning structures, client onboarding, and advisor collaboration with precision.
Still unsure if Salentica Engage is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Salentica Engage Features
Salentica Engage enables firms to streamline client servicing with configurable workflows for onboarding, compliance documentation, and meeting prep. These automations reduce manual steps, enforce consistency, and allow advisors to focus on high-value client interactions. The platform also supports custom triggers and task dependencies to align with firm-specific processes.
The platform integrates with leading custodians and portfolio management systems through real-time connections to sync account data, automate updates, and reduce reconciliation efforts. This allows advisors to gain timely insights into client holdings, transactions, and portfolio performance.
This feature enhances team coordination through shared client records, centralized task assignment, meeting scheduling, and internal communication logs. Advisors can collaborate securely using role-based access controls and version tracking, ensuring data integrity across users.
Salentica Engage offers enterprise-grade security with encrypted data access, audit trails, and permission-based controls. It supports compliance with data privacy regulations and enables firms to meet Know Your Client (KYC) and record-keeping standards through structured workflows and automated documentation tracking.
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