MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

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

Highlights

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

Provider Details

SS&C Technologies, Inc.

Pricing Details

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

Default Plan

$100 USD/user/month

More From This Provider

Data Broker from SS&C Salentica
by SS&C Technologies, Inc.
No Ratings
A cloud-based package of pre-built and maintained industry integrations, including real-time and persistent data exchanges amongst the industry's most popular products - Black Diamond, Tamarac, Orion, Addepar, MGP, Schwab, TD, and Fidelity.