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Salentica

Verified

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

Financial CRM Software
  • 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

Free Trial

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.

Software Tagline :
CRM built for wealth management firms, RIAs, and family offices, now part of SS&C
Deployment :
  • cloud based
Subscription Plan :
monthly
Desktop Platforms :
  • web app
Mobile Platforms :
Language Support :
english
Target Audience :
  • smes
  • enterprises
Available Support :
  • email
  • phone
  • training
  • tickets
Integrations :
Charles Schwab, Fidelity, Microsoft 365 Copilot, Salesforce AppExchange, custodian and portfolio management systems
Product Url :
https://salentica.com
API Available :
No
Free Trial Available :
No
Run On Mobile Browser :
Yes
Free Plan Available :
No
Customization Available :
Yes

Salentica Screenshots

Salentica screenshot 1

Alternatives of Salentica

Alternatives

Other Financial CRM Software products listed on SocialAtoZ, each with its own pricing and feature detail to compare against Salentica.

Salesforce Financial Services Cloud

Industry-specific CRM built on Salesforce for banks, wealth managers, and insurers

Explore More

Satuit

CRM and investor portal built for institutional asset managers, hedge funds and wealth firms

Explore More

Skience

Salesforce-based wealth management platform for digital onboarding and advisor workflows

Explore More

SmartOffice (Ebix)

Cloud based CRM and agency management platform for advisors, agents, and broker dealers

Explore More

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

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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.