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Data Broker from SS&C Salentica

A Package of Pre-Built Financial Service Specific Integrations

No Ratings
Starting at $60   USD/user/year
Industries
Financial Services
Business Need
Integration
Requires
Sales Cloud
Compatible With
Sales Cloud

Highlights

Choose from 100+ available fields to map during a simple 1-time implementation project. Then sit back as incoming data begins to populate directly inside CRM.

Unlock client data with the power of integration to core technology systems.

Gain access to real-time client data in your current CRM without migrating to a new CRM solution.

Provider Details

SS&C Technologies, Inc.

Pricing Details

Default Plan

$60 USD/user/year

Lowest Starting Price

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