Salentica Elements CRM - SS&C Technologies, Inc. - AppExchange
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Salentica Elements CRM

By SS&C Technologies, Inc.
Salentica Elements CRM
Salentica Elements - A Purpose-Built CRM for Financial Services
Elements Home Page
Firm Overview Dashboard
Client Relationship List
Relationship Details and Activities
Relationship Related Records
Contact List
Contact Calculated Fields
Open Client Requests
Portfolios List
Portfolio Details and Related Records
Financial Account List
Financial Account Details and Activities
Account Holdings and Related Records
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$100 USD per user per month • Salentica Elements starts at $90/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments

Rating

(2)

Latest Release

7/24/2024

CATEGORIES

Finance

Industry

Financial Services
Configurable CRM Solution w/ a Data Model Built for Wealth & Asset Managers

Designed specifically for the unique needs of RIAs, Wealth Managers, and Asset Managers Salentica Elements prioritizes relationships to work the way your firm does.

$100 USD per user per month • Salentica Elements starts at $90/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments