WholesalerDesk is a comprehensive application for managing the sale of financial products through a network of independent Financial Advisors, based on the Microsoft CRM
InstitutionalDesk is a comprehensive research distribution and client management solution for Institutional Brokers. Research Distribtion, Event Management, Trade Reporting and Call Reporting and TMOC Reporting are all components that aid Institutional Brokers in delivering superior service to their clients, based on the Microsoft CRM
Salentica CRM Plus is an add-on module for Microsoft CRM that provides firms with the capability to gain a more in depth understanding of their client’s relationships and interactions.