Sitting at the AdvisorDesk
Salentica Systems Inc., provider of client management solutions based on Microsoft Dynamics CRM, and consulting services firm InfoGrate Inc. have announced a partnership to deliver hosted, tailored client relationship management solutions to the “Private Client, Family Office and High Net Worth markets.”
Under terms of the agreement, Salentica AdvisorDesk can be used by InfoGrate clients to integrate portfolio accounting, custodial, and performance data into Outlook for “true entity partnership management.”
Salentica provides client management solutions for buy- and sell-side financial service firms, built around the Microsoft .NET platform and Microsoft CRM. InfoGrate, Inc. is a boutique information processing consulting company specializing in financial data.
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