Salentica
What is Salentica?
Salentica is a customer relationship management platform purpose built for wealth management firms, RIAs, and family offices. Originally a Toronto based company, Salentica was acquired by SS&C Technologies in 2016 and now operates as part of the SS&C Black Diamond Wealth Solutions suite, with the salentica.com domain redirecting to SS&C's site. It offers products including Salentica Elements, built on Salesforce, and Salentica Engage, built on Microsoft Dynamics 365.
The platform focuses on financial account hierarchies, householding structures, and custodian data feeds, with workflow automation, compliance tracking, and a client 360 degree view. Official pricing figures are not published; firms must contact SS&C for a quote.
Key Features of Salentica
Here are the powerful features that make Salentica stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Client 360 degree view with communication timelines and relationship insights
- No code workflow builder with repeatable templates
- Support for financial account hierarchies and householding structures
- Real time integration with custodian data feeds
- Enterprise grade security with encrypted data access and audit trails
- Compliance support for KYC and record keeping requirements
- Available on both Salesforce (Elements, Edge) and Microsoft Dynamics 365 (Engage) platforms
- Automated reporting and opportunity tracking
Salentica Pricing
Here are the pricing plans for Salentica. Choose the plan that best fits your requirements and budget.
Custom
Custom
Salentica/SS&C does not publish pricing tiers; cost depends on firm size, implementation scope, and configuration and requires contacting sales.
Salentica Specifications
Get a closer look at the technical specifications and system requirements for Salentica. Find out if it's compatible with your operating system and other software.
- cloud based
- web app
- smes
- enterprises
- phone
- training
- tickets
Salentica Screenshots
Alternatives of Salentica
AlternativesExplore alternative software options that can fulfill similar requirements as Salentica. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Industry-specific CRM built on Salesforce for banks, wealth managers, and insurers
CRM and investor portal built for institutional asset managers, hedge funds and wealth firms
Salesforce-based wealth management platform for digital onboarding and advisor workflows
Cloud based CRM and agency management platform for advisors, agents, and broker dealers
Salentica Comparisons
Compare Salentica with other similar options available. Explore the key differences to see why it's the top choice for businesses and individuals.
Overall Salentica Reviews
Here's our unbiased review of Salentica. Discover how our team of experts rates its features, ease of use, customer support, and other aspects that contribute to its overall appeal.