Product Brief

SS&C Salentica - The CRM for Financial Professionals

Must-Have Features For Every Advisor

See the native features built for Financial Services professionals that are igniting transformation.

Product Brief
Can Your CRM Do This?

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Work Smarter. No Matter Where You Work From.

Be more efficient and productive with A purpose-built CRM from Salentica.
Your CRM should allow you to make better decisions.
Your CRM should unify your workspace

Unify your workspace

"Your

Save Advisors time

Your CRM should allow you to make better decisions.

Make better decisions

Explore the many ways in which an advanced wealth management CRM platform delivers ROI, by offering intuitive features that align with your business goals and that your staff will use to their full advantage.

"Salentica
The FTF News Technology Innovation Award Winner

BEST DIGITAL WORKPLACE COLLABORATION SYSTEM

SS&C Salentica