Salentica Systems Inc., a leading provider of client management solutions based on Microsoft Dynamicsâ¢ CRM, and InfoGrate Inc., a custom consulting services firm in Chicago today announced a partnership where they will deliver hosted, tailored client relationship management solutions to the Private Client , Family Office and High Net Worth markets.
âPartnering with InfoGrate allows us to extend our AdvisorDesk solution to a group of boutique financial services clients,â said Bill Rourke, President Salentica Systems, âThrough InfoGrateâs offering of a cost-effective hosted solution, more wealth management firms will be able to access a customized set of CRM products at any level. âBy combining InfoGrateâs CRM consulting services, current relationships and knowledge in these boutique markets with the knowledge and implementation skills of Salenticaâs AdvisorDesk CRM solution we can address the needs of a more diverse group of clientsâ.
Salenticaâs âdeskâ solutions are continually being enhanced to address the needs of a diverse group of financial services clients. This purpose built CRM âdeskâ modules allows many levels of Wealth Management companies to utilize the best products and components of a large CRM system.
"The relationship with Salentica will allow InfoGrate's family office and advisory clients to quickly integrate their portfolio accounting, custodial, and performance data into Outlook such that they will have true entity partnership management," said Tania Neild, CEO of InfoGrate. "While not a traditional software reseller, InfoGrate forms select partnerships with leading software providers, like Salentica, because having tighter relationships allows InfoGrate to have a deep understanding of the offerings and future capabilities. The partnership enables us to gauge the best fit for the clients and follow-up with a fast implementation and integration, making Salentica a cost-effective total solution."
Salentica AdvisorDesk is the Wealth Management solution which allows users to work with Microsoft CRM in a manner that reflects their normal business dealings with clients. Whether a sales representative or manager, the Wealth Management component will display the information needed. The CRM is tightly integrated with Microsoft Outlook allowing for greater ease of use and high adoption rates. Client management tasks are seamless and allow for âknow your clientâ information, creation of hierarchical groupings and easy navigation among relationship, including account, household and family. Incorporates Expense management, marketing distribution, single pane views on client and households and integrates with multiple custodial services.
Built around Microsoftâs Customer Relationship Management solution, Salentica has delivered the functionality to provide financial services firms with the ability to deliver superior client service in a cost efficient manner.