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The #1 CRM for Asset Managersfrom One of the 10 Largest Software Companies in the U.S.A.
Salentica PRODUCT TOUR
With a data model built for Wealth ManagersSalentica turns generic Microsoft into a must-have tool at half the price.
Demo
Salentica Product Tour - Watch Our On-Demand Product Demo
Show up smarter
Hold Smarter Meetings
Get a complete 360° view of every client and prospect. Leverage Activities+ to always know who has talked to whom and about what. Informed with accurate relationship history before every meeting.
Get closer to clients
Proactive Reminders
InTouch makes it easy to record, create, and schedule activities for comprehensive planning. Proactively reminding you to touch-base and finding gaps inactivity.
Close more deals
Close deals faster
Use Contact data points to easily find warm introductions from close relationships. Fully leveraging your team’s collective network and moving new business through the pipeline faster.
We Have CRM Options
No Matter Your Preference Or Current Tech Stack
Salentica
EngageTM
An immersive CRM to sit at the center of your business. Providing the best Office 365 experience. Including Activities+ to combines Posts, Activities, and Notes into a single feed.
Engage embeds the Microsoft DynamicsCRM. Allowing you access to Engage, directly from within Office365, as well as easy access to the Microsoft AppSource.
Total access to the Dynamics365 platform is embedded as part of your Engage subscription.
If there are changes you need within your Engage instance that are outside of our core product. We can assist you with scoping the work required and, offer custom development services on a time and materials basis.
Download the Engage Product SheetDynamicsCRM Included @ ½ The Price
Access to Microsoft AppSource
Web, Tablet, and Mobile Ready
![Microsoft DynamicsCRM for Financial Services](/resources/images/LPs/microsoft-dynamics_crm.png?rnd=16010101000000&width=500")
Salentica
ElementsTM
A turnkey, yet configurable CRM with pre-built workflows and an intuitive UI. Coming out-of-the-box with native social chat, collaboration, and file sharing cabibilities.
Elements embeds the Salesforce Lightning platforms' core CRM product. Allowing you access to the Appexchange -- the world's largest B2B app store.
Access to the Salesforce platform is embedded as part of your Elements subscription.
If there are changes you need within your Elements instance that are outside of our core product. We can assist you with scoping the work required and, offer custom development services on a time and materials basis.
Download the Elements Product SheetSalesforce Included @ ½ The Price
Access to the Salesforce AppExchange
Web, Tablet, and Mobile Ready
How The Salentica Evaluation Process Works
We leverage the power of the Salesforce Lightning Platform while expanding upon and adding specific Asset Management functionality, creating Elements. Allowing you to get maximum value from CRM.
Giving you a cloud-based CRM thoughtfully designed to meet the intricacies of your business and embedding the core functionality of the #1 CRM in the world.
1
Evaluate
Start by filling out the form at the top of the page, and scheduling time with one of our Solutions Managers. They will walk you thru our CRM options, data models, and differentiators. Answering your questions, sharing industry-insight and best practices, and helping your brainstorm the best CRM fit for your business.
Mobile Ready
Cloud-Based CRM
Access to 3rd Party Integrations
2
Design
Continue discussions with our team, and together start designing what your Salentica CRM will look like. Thinking about your integration partners -- Portfolio, Custodial, Accounting, e-Signature, and anything else your team relies on. As well as data import options and deployment packages.
Platform Integrations
Security Roles
APX integration
Automated Workflows
3
Enjoy
We continulay build and expand our product functionality. Creating new modules to help with everything from efficiency tracking to digital account opening. As well as strengthening our integration network with new data syncs and partners. And investing in training and adding to our staff to best support and empower our clients through in-app walk-thurs, help sites, live training, and in-house product support.
Digital Adoption Overlay
On-Call Support Team
Dedicated Training Team
Make your team the best it can be
Build deeper relationships with clients and prospects and increase visibility into their asset flows, client teams, and partnerships.
Improving employee performance and client engagement can often feel unclear. SS&C Salentica makes it easy to empower your team to operate at peak performance while eliminating clutter and streamlinning activity.
Traditional people-driven processes lead to disengagement and customer attrition
Waters Rankings
Best Cloud-Based Application Provider
Family Wealth
Best CRM System 2018 and 2019