• eBook

The power of CRM for wealth management

Uncover the critical factors to gaining a client's trust and business.

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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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  • Whitepaper

Wealth management firms: deliver ROI from CRM

Acquire optimal value and competitive advantage from your core technology platform.

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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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  • eBook

Work smarter, not harder with intelligent CRM

An intelligent CRM solution is about business processes, relationships and system integration.

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  • Case Study

LourdMurray

Salentica Elements™ helps cater to clients with complex requirements and the need for scalability.

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  • Case Study

Fiduciary Investment Advisors

Leveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service.

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  • Case Study

Gluskin Sheff & Associates Inc.

Finding a partner in Salentica with experience in the nuances of the wealth management business.

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  • Case Study

Bailard

Salentica CRM supports a high-touch client service culture at Bay Area firm with a rich history.

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  • Case Study

Marietta Investment Partners

Salentica supports a highly personalized client experience at Marietta Investment Partners.

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  • Case Study

Sontag Advisory

Investing in Salentica CRM on Dynamics 365 and Marketing Automation.

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  • Case Study

Fure Financial

Empowering advisors with the power of integration using the Salentica Data Broker Platform.

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  • Case Study

Detalus Advisors

Advancing the Advisor-Client Experience through a Unified Tech Stack.

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  • Product Brief

Salentica Elements

Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.

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  • Product Brief

Salentica Data Broker for Microsoft Dynamics

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.

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  • Product Brief

Salentica Data Broker for Salesforce

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform and gain a 360° view of their client.

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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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  • Infographic

The Impact of CRM in advisor technology

Stay ahead of the curve with a cloud-based, integrated CRM.

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  • Infographic

SS&C Salentica Solutions

An array of solutions to suit your business needs.

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  • Video

Intro to Salentica Engage

CRM is more than just software. It's a way of doing business.

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  • Video

Intro to Salentica Elements

Spend time managing your business, not your to-do list.

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  • Demo

Salentica Engage

Watch the demo to learn more about Salentica Engage.

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  • Demo

Salentica Elements on Salesforce Lightning

Watch the demo to learn more about Salentica Elements.

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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 Data Broker for Salesforce

Watch the demo to learn more about Salentica Data Broker for Salesforce.com.

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  • Video

The Salentica story

There's CRM, then there's Salentica.

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  • Recorded Webinar

Salentica Elements

CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.

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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 Data Broker

The Wealth Management Integration Platform.

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  • Article

Don't let your CRM become a data black hole

Written by: Dave Ireland, Co-General Manager

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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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