Overview

Gain meaningful insight into your clients with Salentica

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action.

Salentica gives you the tools to scale your business, streamline processes, increase operational efficiency, and improve client service. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.

Features & Benefits

  • Robust, prebuilt wealth management solution
  • Integrations with key financial technologies
  • Efficiency boost with automated workflows
  • Anywhere, anytime access
  • Holistic view of clients
  • Streamlined operations
  • Cloud hosted
Since implementing Salentica in 2008, the solution has boosted efficiency at our firm. Salentica’s expertise coupled with the solution’s robust integration capabilities has helped us to streamline daily operations. This has been critical for our practice and has saved us both time and resources, allowing us to focus more on our clients and on the service that we provide.
Tom Steele, CPA, Vice President, Chief Financial Officer, Principal
Bartlett Wealth Management

Harness the Power of Lightning Dashboards

Take advantage of Salentica Elements’ modern and responsive UI and tailor the experience to match the way you prefer to work. Customize dashboards to give you the necessary information to start your day in one snapshot.

Gain a Holistic View of Clients

Gain a 360° view of relationships with an intuitive visual hierarchy. Take advantage of configurable entities in Salentica Engage which includes Families, Relationships, Contacts, Accounts, Portfolios & Holdings and custom entities users can add to match any business need.

Salentica

Complementary Solutions

Advent Portfolio Exchange

APX provides one central, scalable platform for all your portfolio, relationship, and prospect data.

Axys

SS&C Advent’s Axys® brings your firm the benefits of automation in an easy-to-use, turnkey portfolio reporting and accounting solution.

Black Diamond Link for APX and Axys

Leveraging key features of the Black Diamond Wealth Platform, Black Diamond Link delivers aggregated data for net worth reporting, a customized dashboard experience, and a powerful integration network that helps elevate your client conversations.

Black Diamond Wealth Platform

With the Black Diamond Wealth Platform as the hub of your advisory business, you’ll be able to leverage technology to drive profitability, scale, and growth.

Learn More About Salentica

Salentica’s CRM solutions provide a single, highly-accessible hub of information for you and your team, while enabling true organizational intelligence. Increase efficiency and effectiveness, track prospects and clients effortlessly, achieve new client growth, and increase client satisfaction.

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