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Salentica Elements CRM

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

Overview

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

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See How Salentica Elements CRM Works

  • Use pre-built integrations with Schwab OpenView Gateway® and Fidelity Wealthscape℠ to provide real-time, secure custodian account data

  • Create custom workflows unique to your firm to ensure client requests aren’t falling through the cracks and compliance standards are met

  • Know when and how to reach your clients based on your last interaction

SS&C’s Salentica ® Elements is a centralized, simplified CRM tool natively integrated with industry-leading custodians and portfolio management systems to scale client interactions. Complete with industry-specific entities, advisors using Salentica Elements are equipped to understand client needs, identify new opportunities, and address problems faster. Designed specifically for the unique needs of RIAs, wealth managers, and asset managers, Salentica Elements prioritizes relationships to work the way your firm does.

Categories

Business Needs
Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports
Industries
Financial Services
Personas
Business Operations Manager
Business User
Other
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Lightning App Builder
Salesforce Mobile

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