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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

Pricing Details

Industries: Financial Services

Business Need: Sales Intelligence
Lead & Opportunity Management
Dashboards & Reports

Requires: Sales Cloud

More Details

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