Salentica Integrations

Salentica natively integrates with some of the financial industry's most popular technology, to elevate your entire customer experience.

Native Integrations

Integrations Salentica builds, maintains, and evolves.

CRM integration with Schwab OpenView Gateway

Schwab OpenView Gateway

CRM integration with Addepar Portfolio Management System

SS&C Black Diamond

CRM integration for Orion Advisor Tech

CRM integration for SS&C Advent APX and AXYS

CRM integration for Envestnet MoneyGuide

CRM integration for Envestnet Tamarac Trading

CRM integration for Conga Composer

CRM integration for MoneyGuidePro

CRM integration for Laser App Software

CRM integration for MyRepChat

CRM integration for DST FAN Mail

App Stores

Access to pre-built 3^rd party solutions.

Download CRM apps from the Salesforce AppExchange

Download CRM apps from Microsoft Appsource

Low-Code DIY Builds

Configure custom data integrations through visual low-code builders.

CRM connections to IFFT

CRM connections to Zapier

CRM connections to Microsoft Flow

CRM integration with Tray.io

CRM integrations with SyncApss by Cazoomi

CRM integrations with Automate.io

Salentica is built in the cloud with modern development languages and practices. Allowing users to connect to external platforms and further extend the functionality and capabilities through a countless number of low-code or no-code user-friendly integrators.

Seamlessly connect Salentica with the rest of your technology stack

Making the most of your CRM data will reduce customer churn, uncover new opportunities, and level-up your customer experience.