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BLOGS. July 8, 2019

Unveiling the Unified Interface for Salentica Engage™ on Dynamics 365

Salentica Engage is an integrated wealth management platform built on Dynamics 365 online, utilizing Microsoft’s new user experience, the Unified Interface. Across all devices, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data. Whether you are on a browser, tablet or mobile phone, Salentica Engage clients can expect improved accessibility, uniform experiences and rich visualizations. The mobile experience is part of Salentica Engage’s standard deployment, allowing advisors on the road to have the same rich native interface they experience from a desktop.