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Introduction to Salentica Elements

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

Overview

Designed to help RIAs and wealth managers deepen client relationships and scale up their businesses, Salentica Elements is a pre-configured yet flexible platform powered by Salesforce Lightning and tailored to wealth management firms. With added wealth management-specific objects and features and Lightning Platform optimizations, Salentica Elements will help you deliver the superior service experience your clients expect.

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

Leverage our deep domain knowledge to reduce operational risks, increase business process efficiency and improve your business development pipeline.

Features & Benefits

  • Powered by Salesforce Lightning
  • Increased business intelligence
  • Regulatory and compliance management
  • 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 designed with advisors in mind. Streamline daily tasks, increase operational efficiency and remain competitive by providing elevated client service levels.

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