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Salentica Engage

SS&C Salentica

(1 AppSource ratings)

Salentica Engage is an integrated platform built on Dynamics 365 and designed for wealth management.

The Salentica Engage application is the hub for centralized client data and provides a holistic view of your clients and offers workflow automation for everyday processes such as Client Onboarding, Address Changes, Client Review Meetings to save on time and resources.

The Salentica Engage application also offers multiple implementation packages and 5 prebuilt workflows to address the needs of your organization. Salentica will work with your team to select one of the following implementation options to help address your CRM requirements and manage costs:

  • Core implementation using template-based data load into our standard CRM