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Location Head Office

121 King St West, #1750
Toronto
CA

Telephone

416-366-3456 x233

Contact

Tim Davey
[email protected]

WholesalerDesk

WholesalerDesk is a comprehensive application for managing the sale of financial products through a network of independent Financial Advisors, based on the Microsoft CRM

View other products from Salentica Systems Inc.

AdvisorDesk

AdvisorDesk provides wealth managers, investment advisors nd RIAs with a comprehensive client management solution, based on the Microsoft CRM.

InstitutionalDesk

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

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.