25 May 2021

A CRM Built for RIAs

By SS&C Salentica

Thanks for listening to us during InvestmentNews' RIA Summit. We know there is a lot to drink in during these (virtual) events and sometimes things get lost in shuffle.

So, we organized ourselves and built this page to re-play our 8-minute product demo and accompanying product sheet.


Elements - A Turnkey CRM

For Established and Breakaway RIAs

Elements CRM for Breakaways RIAs

Salentica puts an incredible array of features right at your fingertips, with the ability to configure countless more.

Our data model is built around the needs of the Financial Services industry and its relationship-driven make-up. Giving the majority of clients everything they need right "out-of-the-box" while making further customizations easy.

Elements CRM for Breakaway and Established RIAs
Product Sheet Download

Elements CRM for RIAs

A 30,000-foot view of Elements in one convenient place. Our NEW product sheet is meant to be shared and spark conversation about the needs and capabilities of CRM.

Download Now

Standing On The Shoulders Of A Giant

Built on top of the Salesforce Lightning platform, Elements inherits the core comptencies of the platform. While continuously developing and fine-tuning the experience and proprietary features today's Advisors need.

Salentica CRMs for Established RIAs

Features Built For The Modern Advisor

Time & Expense

You set a general dollar value for time spent, and we automatically apply that to activities, tasks, and events. Allowing you to easily find your most valuable clients or initiatives.

Salentica CRMs for RIAs
Salentica CRMs for RIAs


Have the right conversations with the right people, at the right time. While automating follow-up reminders.


CRMs built in the cloud so you never have to worry about servers, back-ups, or painful hardware failures.With real-time data syncing across devices, teams, and locations.

Salentica CRMs for RIAs
Salentica CRMs for RIAs

Everywhere Access

Access CRM from your phone, tablet, laptop, desktop, or directly in Outlook. Our CRMs have full capabilities wherever you prefer to work.

Client 360 Views

Clients are expecting more frequent and personalized communication than ever before. Our CRMs get rid of information silos and put tribal knowledge, financial data, and proactive outreach in one centralized location.

Salentica CRMs for RIAs
Salentica CRMs for RIAs

Smart Automation

Automatically manage dates, alerts, processes, marketing and more in one place. And build multi-step workflows that reach out into your other systems to automate mundane processes -- like digital account opening.