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Salentica Elements CRM

By SS&C Technologies, Inc.

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

$100   USD/user/month
Industries
Financial Services
Business Need
Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports
Requires
Sales Cloud

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

  • Salentica Elements - A Purpose-Built CRM for Financial Services

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Enterprise

App Details

Version
Salentica Elements/Elements Release 2 2024 4.50.0
Listed On
08/23/2017
Latest Release
05/21/2024
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 72
Custom Tabs: 68
Custom Apps: 10
Lightning Components
Global: 2
App Builder: 2
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
2.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/28/2017

Additional Details

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.

Need help?

SS&C Technologies, Inc.

Salentica offers an ever-growing knowledge base and product support provided by our team in the US and Canada every workday.

Support Phone+1 (800) 727-0605
Other ResourcesEmailTerms & Conditions