Wealthbox is the most modern CRM in the market, offering advisors with intuitive “sign up and go” simplicity to get started with ease. Try it now.
Salentica is a provider of CRM software for wealth management and institutional markets. The company was founded in 1997 in Toronto, Canada.
We’re frequently asked why financial planners are switching from Salentica CRM to Wealthbox. Here are the top reasons.
Low Switching Cost
Better Email Integration
Designed for Advisors
Intuitive and Time-Saving
No Training Required
Friendly, Responsive Support
An Open API
Better Mobile Apps
Trusted by premier advisory firms
Catherine Chaney Bowman
DMK Advisor Group
Fintech Consultant at Level Best