Overview

Transform your business with a CRM solution designed for you

SS&C Salentica empowers advisors to establish and deepen client relationships, streamline workflows and grow their book of business. Built exclusively for all segments of the wealth management industry, our award-winning solutions enable advisory firms to create and properly execute business and client relationship management strategies today and into the future.

Solutions

Client-focused solutions customized to your needs

There’s no such thing as a one-size-fits-all solution, because no two firms are alike. Our best-in-class integrated solutions are built on industry-leading platforms and designed to meet the unique needs of RIAs, IBDs, Trust Companies, Family Offices, Wealth Management and Asset Management firms.

Salentica Engage™

Salentica Engage is a fully configurable Client Relationship Management solution powered by Microsoft Dynamics 365.

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Salentica Elements™

Salentica Elements is a turnkey, yet configurable solution powered by the Salesforce Lightning Platform.

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Salentica Data Broker™

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce and Microsoft Dynamics platforms.

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Services

Bringing together industry and domain expertise

Choosing a CRM platform is more than a system decision. It’s also about business process management, client relationships and system integrations. We understand the nature and complexity of your business — and have built solutions that will grow with your evolving needs.

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Featured Resources

In order for us to take care of clients and deliver high quality service, all of our business processes run through Salentica Engage.
Patrick Chase, Director of Technology and Performance Measurement
Fiduciary Investment Advisors, LLC
Salentica knows how to take Microsoft’s approach to contacts and companies and overlay a solution that turns those contacts into clients, centers of influence and households. This is the value we are getting from a partner that understands the wealth management industry.
Robert Proia, Vice President, Information Technology
Gluskin Sheff + Associates Inc.
With Salentica Elements fully up and running, we appreciate the expertise and strong support that we have experienced throughout the entire implementation process.
Jill Young, CCO
LourdMurray
Data Broker has really become our 'technology translator' and integrates our systems together, creating tremendous time savings and efficiencies.
Grant Meyer, CFP®, Chief Information Security Officer & Wealth Advisor
Fure Financial

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