Salentica Announces Hosted Wealth Management CRM Solution
Toronto, ON (PRWEB) March 4, 2008 -- Salentica Systems Inc., a leading provider of client management solutions for the financial services sector, today announced a hosted FASTRAK version of its flagship product for wealth management firms, Salentica Advisor Desk based on Version 4 of the highly ranked Microsoft Dynamics CRM. Deployed in Salentica's world-class, SAS 70 audited data center, Advisor Desk FASTRAK offers clients the benefits of lower cost of entry, reduced risk and rapid deployment of new services and new users.
"This is an attractive solution for wealth management firms that want to move quickly or do not have the available IT resources to manage the server environment," said Bill Rourke, President, Salentica. "With Advisor Desk FASTRAK, our clients can be up and running quickly with functionality specific to their needs, without any upfront capital investment."
"Salentica's Advisor Desk demonstrates the real value that hosted offerings of CRM solutions can provide to customers," said Brad Wilson, general manager for Microsoft Dynamics CRM at Microsoft Corp. "With Salentica's domain expertise and experience working with wealth management firms, this new offering will provide more choice to customers looking for a CRM solution tailored to their needs."
Salentica's senior managers have an average 16-plus years of experience working with wealth management firms. Its professional services team draws on learning from over 60 wealth management engagements, best practices knowledge and familiarity with the business processes, relationships and systems of wealth management firms.
About Salentica Systems Inc.:
Salentica, a Microsoft Gold Certified Partner, specializes in CRM solutions for financial service firms. Built around the Microsoft .NET Framework and Microsoft Dynamics CRM 4.0, Salentica solutions extend the platform by creating purpose built components to address specific needs of wealth management, institutional brokerage and financial product wholesaling firms.
Headquartered in the heart of the financial district in Toronto, with an office in New York, NY, Salentica has more than 60 clients worldwide.
Contacts
Salentica: Bill Rourke, President
416-366-3456 Ext. 222
Product and service names mentioned herein are the trademarks of their respective owners.
###
This press release has been reprinted from PRWEB per the terms and conditions of the copyright notice.
|
 |
 |
 |
|
How To Find The Best Financial Planner
How do you go about finding the best financial planner for your money? Well, like many people, you are probably very skittish when it comes to trusting just anyone with your money and for good reason. However, the skittishness could work to your advantage, when it comes to finding the best financial planner.
A Stellar Career in Advanced Financial Planning and Wealth Management
Financial planning and wealth management is the key to success in every business. Therefore, it is not surprising that financial planners are much sought after experts all over the world. Fortunately, there are many Financial Planning and Wealth Management Institutes in India from where one can pursue a financial planning course combined with a wealth management course. There are many MBA institutes in Delhi itself which conduct this course.
Hunt and Adams Join MICG Investment Management Team
MICG Investment Management, a boutique wealth management firm in the Mid-Atlantic, proudly welcomes Brad Hunt and Ray Adams to its wealth management team. Well-respected in the industry, they have created quite the fanfare since leaving corporate wealth management firms UBS and Robert W. Baird and joining MICG.
Capital Market Consultants, LLC Selected by Subsidiary of Top 50 US Bank Holding Company for Separate Account and Mutual Fund Investment Research
Capital Market Consultants, LLC, the market leader in custom Open Architecture Investment Management (OAIM) research, platforms, content and solutions for Trust and Wealth Management firms focused on the High Net-Worth space, has been hired by Citizens Bank Wealth Management (N.A.), a subsidiary of Citizens Republic Bank of Flint, MI, the 45th largest bank holding company in the United States for Separate Account and Mutual Fund Investment Research. Publicly held Citizens Republic Bank (CRBC - NASDAQ), founded in 1871, has over $3 billion dollars in trust and investment assets with over 320 service locations in Michigan and Wisconsin.
Charles Nam Announces Bluestone Wealth Management to be incorporated as part of Bluestone Preferred Wealth Center
Charles Nam, CEO of Bluestone America, announces the expansion of the Bluestone Preferred Wealth center to include Wealth Management & Insurance Services. Bluestone Wealth management was created in 2005 and offers financial services utilizing insurance products, asset allocation, alternative investments, and estate planning. Investment services offered through Bluestone Wealth Management & Insurance Services include many investment programs such as private money management, brokerage, Unit Investment Trusts, Real Estate Investment Trusts, Direct Participation and advisory programs.
Survey: Financial Planners See Blogging as an Effective Marketing Tool
Per a recent survey, blogging financial planners in the U.S. say that their blogs are effective in establishing themselves as experts in their field. Most blogging financial planners consider increasing their efforts in blog marketing.
Lexington Wealth Management Adds Wealth Counselor
Clients' need for guidance through life transitions involving wealth drives a formal agreement between a wealth management firm and licensed marriage and family therapist who specializes in work with emotions and values about money.
Introducing 4-C Personal Wealth Management Consultants
A Comprehensive Wealth Management Firm for Busy People
What Are Wealth Management Services And Do You Need Them?
Understanding just what exactly wealth management services are is the best way to make sure that you are placing yourself in a position to take full advantage of the opportunities that could be brought your way by getting set up with such a service. Wealth management services are done by professionals who help those with sizeable assets. These companies make sure that you are helped entirely with the wealth management of your estate or investment. They will also help to make sure that you are able to achieve your financial and personal criteria and goals.
Midland Asset Management, Dallas, TX, Fee-only Wealth Management Financial Planning Firm Announces Achievement of Advanced Wealth Management Designati
Christopher N. Holtby has earned the Chartered Private Wealth Advisor (SM) designation, an advanced designation created by the Investment Management Consultants Association for financial advisors who work with high-net-worth clients, in partnership with The University of Chicago Graduate School of Business.
|
 |
|