Starting at $90 USD per user per month • Salentica Elements starts at $90/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments
A purpose-built CRM designed for the unique needs of Financial Services. Including prebuilt integrations with the industry's most popular custodians and software. Our data model prioritizes Relationships, not individuals. to work the way your firm does.
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