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Salentica
Salentica, a division of SS&C Technologies, specializes in CRM solutions for wealth management firms, asset managers, and family offices.
Email: info@salentica.com
Phone: +1-416-583-1900
Web: https://www.salentica.com/
products
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Salentica Data Broker
CRM solutions built on Microsoft Dynamics 365 and Salesforce platforms, tailored for wealth management with AUM tracking, client household management, workflow automation, document management, and integration with portfolio management systems. Includes compliance and audit trail features.