Salentica Integrations


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

Using Salentica CRM
CRMs for large and small firms
CRMs for large and small firms

Build & Connect Workflows

Turn your good business processes into automated CRM workflows and create new ones altogether. Freeing up time giving you room to breathe.

CRM Is Your Central Nervous System

Create a closer kinship between the various departments of your business. Resulting in a firm that can operate as a single organic unit.

One Single-Pane of Glass

Unify your view across disparate systems and departments. And eliminate too many views, from too many tools, with too many inconsistencies..

Native Integrations

Integrations Salentica builds, maintains, and evolves.

CRM integration with Schwab OpenView Gateway
CRM integration for Fidelity Wealthscape
CRM integration for TD Ameritrade Veo
CRM integration with Addepar Portfolio Management System
CRM integration for Black Diamond Portfolio Management
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 MoneyGuidePro
CRM integration for Laser App Software
CRM integration for MyRepChat

FAN Mail

CRM integration for Conga Composer

App Stores

Access to pre-built 3rd 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
CRM integrations with SyncApss by Cazoomi
CRM integrations with

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.