Salentica Engage™ Implementation

Ranging from template-based data loads into our pre-defined platform environments to complete custom deployments, SS&C Salentica offers multiple implementation packages to address the unique needs of your organization. Working closely with your team, we will ensure that you select the implementation option that addresses your application requirements while mitigating costs.

We provide two implementation options, depending on your needs. Core implementation consists of a template-based data load into our standard Engage templates. For more complex implementations, we also provide an Enterprise option, where we will obtain, map, and load your data for you into your Salentica Engage environment. The Salentica Sales and Service team will work with you during your evaluation of our solutions to determine which deployment is right for your organization.

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Implementation Resources

We provide a dedicated team of technical experts to drive the implementation process from initial scope to a successful go-live..

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Implementation Services

We provide world-class support to ensure that Engage is implemented and supported for your firm.

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Entities Configuration

Depending on your implementation needs, we will help configure Engage objects to support specific requirements for your firm.

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Custom Development

Some implementations may require a custom integration or other development. We have an experienced team of developers to help create your custom solutions.

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Security Options

We will ensure that the security requirements for your implementation are configured for your firm.

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Salentica Data Broker Deployment

We will install and configure integrations through Data Broker into leading custodians, portfolio management and other solutions.

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Training & Education

Firms have access to a suite of training and education options through Salentica University and embedded training options within Engage.

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Dedicated Relationship Manager

Every client of Salentica has a voice. Your dedicated relationship manager will address any concerns you may have, provide industry best practices, and ensure that your firm is fully leveraging the benefits of Engage.

Learn more about our service offerings.