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Salentica

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CRM built for wealth management firms, RIAs, and family offices, now part of SS&C

Financial CRM Software
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  • Deployment Cloud Based
  • Starting price Custom
  • Free trial Not offered
  • Best for SMEs, Enterprises

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

Salentica lists 8 documented features, including Client 360 degree view with communication timelines and relationship insights, No code workflow builder with repeatable templates and Support for financial account hierarchies and householding structures. The list below covers what the product does rather than how it is marketed.

  • 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

Salentica lists 1 plan without published figures. Pricing is quoted on request.

Custom

Custom

Request pricing

Salentica/SS&C does not publish pricing tiers; cost depends on firm size, implementation scope, and configuration and requires contacting sales.

Salentica Specifications

Salentica is available on web app.

Deployment
  • Cloud Based
Billing cycle
Monthly
Desktop
  • Web App
Languages
  • English
Built for
  • SMEs
  • Enterprises
Support
  • Email
  • Phone
  • Training
  • Tickets
Integrations
Charles Schwab, Fidelity, Microsoft 365 Copilot, Salesforce AppExchange, custodian and portfolio management systems
Public API
No
Free trial
No
Free plan
No
Runs in browser
Yes
Customisable
Yes
Website
salentica.com

Salentica Screenshots

Salentica screenshot 1

Salentica Comparisons

Side by side comparisons of Salentica against 3 other Financial CRM Software options listed here.

Salentica
Salesforce Financial Services Cloud
VS
Salentica
Satuit
VS
Salentica
Skience
VS

Salentica Reviews

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Salentica FAQs

No, Salentica was acquired by SS&C Technologies in 2016 and now operates within the SS&C Black Diamond Wealth Solutions suite; salentica.com redirects to SS&C's site.

Salentica Elements and Edge are built on Salesforce, while Salentica Engage is built on Microsoft Dynamics 365.

It is designed for RIAs, wealth managers, broker dealers, family offices, banks, and trust companies.

SS&C Salentica does not offer a standard free version or trial according to available vendor information.

Yes, it supports real time data synchronization with custodians such as Schwab and Fidelity.