Caltina - Leading front-office software solution for alternative assets
Transformative technology solutions for alternative asset managers


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Implementation Process

Every fund and situation is different. Caltina starts with a special base configuration (or installs to your existing instance) and then molds the solution to fit your fund’s needs. We’ll want to collect as much data or as many spreadsheets you have along the way, and import all of that into the platform to put an end to the back-and-forth of attachments so you can focus on what matters.

Contact us for a demo & pricing

Every asset manager has different needs to maximize the value of the Salesforce platform, but we appreciate the need minimize up-front costs.

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What system(s) do you use now? (It's okay if it's still mostly Excel 😉)

➤ Number of SUCCESSFUL Deployments


➤ Client locations We’ve ServeD

🏠 San Francisco

New York | Chicago | LA | Denver Boston | London | Dallas | Seattle

Office Hours

Monday - Friday
7AM - 5PM Pacific Time

☎ Contact
(415) 561-5150


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