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Introduction to Salentica Elements

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

Overview

Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers

Built to help growing firms deepen client relationships and scale their business. Salentica Elements combines industry-specific features and integrations with the most trusted core CRM concepts and workflows.

Leverage our deep domain knowledge to reduce operational risks, increase business process efficiency, and improve your business development pipeline. Delivering the superior service experience your clients expect.

Elements is a defined CRM that constantly delivers new tools and enhanced best practices in a seamless no-disruption system.

Features & Benefits

  • Increased business intelligence
  • Regulatory and compliance management
  • Embeds the Salesforce Lightning platform
  • Robust workflow automation
  • Extensive range of integrations
  • Pipeline management
  • Holistic view of clients
  • Anywhere, anytime access
  • Enhanced client engagement

Robust Workflow Automation

Salentica Elements includes a package of preconfigured workflows, while you also have the ability to configure an unlimited amount of additional.

Empowering you to streamline complex tasks, automate repetitive processes, and connect separate systems.

Elements allows you to do more with the same to scale your business.

Robust Workflow Automation with CRM
A cloud-based CRM

Work Anywhere, Anytime

As a cloud-based CRM, Elements works perfectly on laptops, smartphones, tablet devices, and directly in your email client, providing round-the-clock accessibility.

A real-time data sync ensures you are always working with up-to-the-minute information.

Improve your data security with two-step authentication, automatized back-up policies and a clear data recovery plan.

Countless Integrations

Pre-configured integrations allow for seamless connectivity on day one.

Our Support Teams are here to help tackle complex integrations and customizations you may require to further extend your CRM or tap into legacy technology.

Take advantage of our pre-built integration points with Custodial, Accounting, Financial, Automation, & Productivity tools.

As an AppExchange Partner, Salentica Elements integrates with a broad ecosystem of applications.

CRM Integrations for Financial Services

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