About Us

With talented people and unparalleled support and service, Salentica® delivers the best client relationship management solutions to help wealth managers efficiently grow their business and increase their profitability.

Who We Are

Salentica has provided business and client relationship management solutions for the wealth management industry since its inception in 1997. In 2016, Salentica joined the SS&C Technologies family of financial technology solutions. Our wealth of functionality and deep domain knowledge of best practices is based on decades of experience working with wealth management firms.

Our goal is to eliminate redundancies for our key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting our clients’ confidential information is foundational to everything we do.

Waters Rankings 2019

Best Cloud-Based Application Provider

Family Wealth Report 2019

Best CRM System

Family Wealth Report 2018

Best CRM System