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SS&C Announces Salentica Elements for Financial Advisors on the Salesforce AppExchange

By |September 13th, 2017|

SS&C Black Diamond customers can now access new relationship management tools that will transform client engagement

WINDSOR, CT, September 12, 2017 (PR NEWSWIRE) – SS&C Technologies Holdings, Inc. (Nasdaq:SSNC), a global provider of financial services software and software-enabled services, today announced it has launched Salentica Elements on the Salesforce AppExchange, empowering businesses to connect with their […]

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SS&C to Acquire Leading Advisor CRM Solution, Salentica

By |October 24th, 2016|

Salentica brings next-generation client experience capabilities for advisors

WINDSOR, Conn., Oct. 24, 2016 /CNW/ — SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, today announced its acquisition of leading CRM solution Salentica.

Salentica will become a platform partner to the firm’s Black Diamond® wealth platform and deepen integrations and […]

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Custody Account Data Now Actionable in Salentica® CRM with Schwab OpenView Gateway®

By |November 9th, 2015|

Salentica CRM provides actionable custody account data through the Schwab OpenView Gateway® to improve client service, operations and compliance – a significant efficiency optimizer for RIAs.

November 09, 2015

Salentica, a market leader in providing integrated Client Relationship Management (CRM) and Document Management solutions for wealth managers, is pleased to announce the integration of Gateway Data Delivery […]

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Salentica® CRM Protects Your Portfolio Data Using Microsoft® Azure

By |July 29th, 2015|

Salentica uses Microsoft Azure for a secure and trusted integration platform for portfolio accounting systems and other software solutions used by today’s leading Wealth Managers.

July 29, 2015

Salentica, the leader in integrated CRM solutions for Wealth Managers, is pleased to announce the Salentica Data Broker, a data exchange middleware hub that leverages Microsoft® Azure to provide […]

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Salentica Announces Integration to Orion Portfolio Accounting System

By |January 30th, 2015|

Orion Advisor Integration now available with Salentica CRM

January 30, 2015

Salentica is pleased to announce our latest integration with Orion Advisor Services, an industry leader in portfolio accounting for financial advisors. This integration features a single sign-on user experience from within Salentica CRM and provides users with a dashboard view into Orion’s application. In addition, users […]

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CRMUG Summit- Dave Ireland

By |December 15th, 2014|

This year, I had the opportunity to attend the CRMUG Summit in St. Louis. The CRMUG is a User Group that was started by users looking for a way to connect with other users to talk about all-things-CRM. Over the years this has grown from a handful of people to well over a thousand customers […]

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Salentica Silver Level Sponsor at AdventConnect 2014

By |August 22nd, 2014|

Salentica Silver Level Sponsor at AdventConnect 2014 Conference

Aug 21, 2014

Salentica Inc., a market leader in providing innovative Client Relationship Management (CRM) technology solutions for the Wealth Management Industry, announced today their sponsorship and participation at the AdventConnect 2014 Conference that will take place at the Wynn Las Vegas Hotel, in Las Vegas, NV on September […]

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Salentica® Release Support for Move Money & Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

By |July 23rd, 2014|

Salentica® Release Support for Move Money & Cost Basis Information in Salentica CRM for Schwab OpenView Gateway™

July 16, 2014

Salentica, a participating provider with Schwab Intelligent Technologies™, is pleased to announce Version 3 release of our Schwab OpenView Gateway™ integration. This release provides several new features including new data views for Cost Basis, Realized and Unrealized […]

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Wag the Custodian -How Ric Edelman’s bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

By |July 4th, 2014|

Wag the Custodian -How Ric Edelman’s bounty of radio and TV leads pushed his $12-billion RIA from Microsoft to GoldMine to Salentica

January 21, 2014

The desire to save an RIA employee ten minutes of administrative work a day wouldn’t usually be enough to push a CRM provider or custodian to change its practices. But when that […]

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Salentica® Announces Integration to TD Ameritrade Institutional’s Veo®

By |July 4th, 2014|

Salentica® Announces Integration to TD Ameritrade Institutional’s Veo®

December 18, 2013

Salentica is pleased to announce our latest integration with TD Ameritrade Institutional’s Veo®. This first release will provide easy access to Veo® platform from Salentica CRM to view real time client account data. Advisors can now easily access their client account Balances, Transactions, Alerts and Positions […]

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