Cary Street Partners
How a firm leveraged Salentica Elements and the Black Diamond Wealth Platform to standardize their processes across offices and grow relationships effectively
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- Case Study
Trust Company of the South
The Trust Company of the South sought an integrated suite of trust, investment reporting, and client management technologies that could scale with their growth. Learn how they've streamlined operations through the combined power of Black Diamond, Salentica Engage, and Innovest.
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- Product Brief
Salentica Data Broker
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business and gain a 360° view of their client.
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- Case Study
Wealthquest
Learn how Salentica Engage™ allowed a wealth management firm to build the automation necessary to create a straightforward, efficient, and compliant text messaging platform, all while streamlining their operations.
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- eBook
A Guide to Data Integrations within Your CRM
Why data integration is needed in your financial services CRM, why it’s complicated to do, and best practices to ensure your CRM integration project is successful
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- Recorded Webinar
Maximize Client Retention with Your CRM
Our solutions consultants review advisory best practices and show how to meet these standards within Salentica Elements™. Learn more about effective advisory contact data management and operational workflows
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- Case Study
Towle & Co.
How Salentica Engage™ allowed a wealth management to firm improve their contact management and operational workflows so they could transform the way they do business
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- eBook
Maximize Client Retention with Your CRM
How advisors can keep their clientele updated and satisfied during difficult economic times
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- Demo
SS&C CRM Solutions
Purpose-Built CRMs With Persona-Driven Workflows & Features To Handle The Complexities Of Your Industry.
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- Demo
The Perfect Pairing Salentica CRM + Black Diamond Wealth Platform Create an unparalled advantage for Advisors and deliver trusted expierences for clients.
Full-Circle Integration
- 2-Way Sync
- Thoughtful Data Exchanges
- OnDemand Data Push
- Nightly Batch Data Refresh
- Contextual SSO
- Product Brief
SS&C Salentica - The CRM for Financial Professionals
See the native features built for Financial Services professionals that are igniting transformation.
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- Demo
SALENTICA CRMS FOR ASSET MANAGERS
With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
- Video
Using AUM for Client Segmentation
Segmenting clients makes good business sense, but many advisers have delayed doing so because it can seem like a daunting task.
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- Intelligence
SALENTICA + SCHWAB OPENVIEW GATEWAY®
Learn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.
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- Product Brief
Salentica Engage
Salentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.
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- eBook
Work Smarter, Not Harder With Intelligent CRM
An intelligent CRM solution is about business processes, relationships and system integration.
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- Intelligence
The integration imperative: Salentica Data Broker Platform
Enhancing your tech stack with a cloud-based integration platform.
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- Whitepaper
WEALTH MANAGEMENT FIRMS: DELIVER ROI FROM CRM
Acquire optimal value and competitive advantage from your core technology platform.
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- Whitepaper
KEEPING CLIENTS FRONT AND CENTER: ESSENTIAL COMPONENTS OF THE INTEGRATED ADVISOR DESKTOP
Capture Opportunity with Integrated Technology.
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- eBook
The Power of CRM For Wealth Management
Uncover the critical factors to gaining a client's trust and business.
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- Demo
Explore the Advantages of a Purpose-Built CRM for Wealth Management.
Fill out the demo request form below, and let our team answer all your questions while showing you around the product.
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- Demo
SALENTICA CRMS FOR ASSET MANAGERS
With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.
- Infographic
The Impact of CRM in Advisor Technology
Stay ahead of the curve with a cloud-based, integrated CRM.
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- Recorded Webinar
ENHANCE ADVISOR PRODUCTIVITY WITH INTELLIGENT CRM
Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.
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- Recorded Webinar
SALENTICA ENGAGE
CRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.
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- Recorded Webinar
SALENTICA ELEMENTS
CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.
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- Demo
Salentica Data Broker for Salesforce
Watch the demo to learn more about Salentica Data Broker for Salesforce.com.
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- Demo
Salentica Data Broker for Microsoft Dynamics
Watch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.
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- Demo
Salentica Elements on Salesforce Lightning
Watch the demo to learn more about Salentica Elements.
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- Product Brief
Salentica technical support and training resources
Salentica is built on the foundation of empowering our clients. We ensure our clients are equipped with the tools and knowledge necessary to efficiently manage and grow their business.
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- Product Brief
Salentica Data Broker
Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business and gain a 360° view of their client.
Read More
- Product Brief
Salentica Elements
Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.
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- Case Study
Marietta Investment Partners
Salentica supports a highly personalized client experience at Marietta Investment Partners.
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