Integration Partners

Extend and enhance the power of Salentica®.

Exchange data seamlessly

SS&C Salentica integrates with an extensive range of industry leading partner solutions. With secure and easy access to critical client information, advisors can elevate the client service they provide with increased operational efficiency.
SS&C Advent APX

Integrated portfolio and client management

SS&C Advent Axys®

Portfolio reporting and accounting

Black Diamond® Wealth Platform

Portfolio management


Content management


Marketing automation platform


End-to-end digital document transformation

Envestnet MoneyGuide

Financial planning software

Envestnet Tamarac

Integrated, web-based portfolio rebalancing and performance reporting software

Fidelity Clearing and Custody Solutions®

Comprehensive brokerage and investment product solutions


Messaging platform

Orion Advisor Services

Portfolio accounting services

Schwab Intelligent Technologies

Custodial services

TD Ameritrade Institutional

Account management and trading