Resources

An ever-growing collection of news, product tips, insight, and industry best practices.

All resource types
All solutions
  • eBook

Download This 9-Page eBook Is Your Firm Equipped for the Future of Financial Services? Understand how to easily grow your business with Salentica’s CRM solutions, built for modern financial advisors and asset managers

Download This 9-Page eBook Is Your Firm Equipped for the Future of Financial Services? Understand how to easily grow your business with Salentica’s CRM solutions, built for modern financial advisors and asset managers Read More
  • Product Brief

SS&C SALENTICA - THE CRM FOR FINANCIAL PROFESSIONALS

See the native features built for Financial Services professionals that are igniting transformation.

SS&C SALENTICA - THE CRM FOR FINANCIAL PROFESSIONALS Read More
  • Demo

SALENTICA CRMS FOR ASSET MANAGERS

With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.

SALENTICA CRMS FOR ASSET MANAGERS Watch Now
  • Video

Using AUM for Client Segmentation

Segmenting clients makes good business sense, but many advisers have delayed doing so because it can seem like a daunting task. 

Using AUM for Client Segmentation Watch Now
  • Intelligence

SALENTICA + SCHWAB OPENVIEW GATEWAY®

Learn How Schwab & CRM Combine To Fuel SSO & Real-Time Features.

SALENTICA + SCHWAB OPENVIEW GATEWAY® Read More
  • Case Study

Sontag Advisory

Investing in Salentica CRM on Dynamics 365 and Marketing Automation.

Sontag Advisory Read More
  • Case Study

LourdMurray

Salentica Elements™ helps cater to clients with complex requirements and the need for scalability.

LourdMurray Read More
  • Product Brief

Can Your CRM Do This? SS&C Salentica - The CRM for Financial Professionals Understand how our native features built for Financial Services professionals help ignite transformation.

Can Your CRM Do This? SS&C Salentica - The CRM for Financial Professionals Understand how our native features built for Financial Services professionals help ignite transformation. Read More
  • Product Brief

Salentica Engage

Salentica Engage is is a fully configurable Client Relationship Management (CRM) solution powered by Microsoft Dynamics 365.

Salentica Engage Read More
  • Article

Don't Let Your CRM Become a Data Black Hole

Written by: Dave Ireland, Co-General Manager.

Don't Let Your CRM Become a Data Black Hole Read More
  • Case Study

Fiduciary Investment Advisors

Leveraging Salentica’s cloud-based CRM solution to consolidate data and strengthen client service.

Fiduciary Investment Advisors Read More
  • eBook

Work Smarter, Not Harder With Intelligent CRM

An intelligent CRM solution is about business processes, relationships and system integration.

Work Smarter, Not Harder With Intelligent CRM Read More
  • Intelligence

The integration imperative: Salentica Data Broker Platform

Enhancing your tech stack with a cloud-based integration platform.

The integration imperative: Salentica Data Broker Platform Read More
  • Whitepaper

WEALTH MANAGEMENT FIRMS: DELIVER ROI FROM CRM

Acquire optimal value and competitive advantage from your core technology platform.

WEALTH MANAGEMENT FIRMS: DELIVER ROI FROM CRM Read More
  • Whitepaper

KEEPING CLIENTS FRONT AND CENTER: ESSENTIAL COMPONENTS OF THE INTEGRATED ADVISOR DESKTOP

Capture Opportunity with Integrated Technology.

KEEPING CLIENTS FRONT AND CENTER: ESSENTIAL COMPONENTS OF THE INTEGRATED ADVISOR DESKTOP Read More
  • eBook

The Power of CRM For Wealth Management

Uncover the critical factors to gaining a client's trust and business.

The Power of CRM For Wealth Management Read More
  • Demo

Explore the Advantages of a Purpose-Built CRM for Wealth Management.

Fill out the demo request form below, and let our team answer all your questions while showing you around the product. 

Explore the Advantages of a Purpose-Built CRM for Wealth Management. Watch Now
  • Demo

SALENTICA CRMS FOR ASSET MANAGERS

With a data model built for Asset Managers
Salentica turns generic Salesforce or Microsoft Dynamics into a must-have tool at half the price.

SALENTICA CRMS FOR ASSET MANAGERS Watch Now
  • Infographic

The Impact of CRM in Advisor Technology

Stay ahead of the curve with a cloud-based, integrated CRM.

The Impact of CRM in Advisor Technology Read More
  • Recorded Webinar

ENHANCE ADVISOR PRODUCTIVITY WITH INTELLIGENT CRM

Making informed decisions for your clients means that, as advisors, you need quick and easy access to client information in real time.

ENHANCE ADVISOR PRODUCTIVITY WITH INTELLIGENT CRM Watch Now
  • Article

Salentica Voted Best Cloud-based Application Provider

Waters Ranking 2019 Awards

Salentica Voted Best Cloud-based Application Provider Read More
  • Recorded Webinar

SALENTICA DATA BROKER

The Wealth Management Integration Platform.

SALENTICA DATA BROKER Watch Now
  • Recorded Webinar

SALENTICA ENGAGE

CRM Reimagined for Financial Advisors - Powered by Microsoft Dynamics 365.

SALENTICA ENGAGE Watch Now
  • Recorded Webinar

SALENTICA ELEMENTS

CRM Reimagined for Financial Advisors - Powered by Salesforce Lightning.

SALENTICA ELEMENTS Watch Now
  • Video

The Salentica story

There's CRM, then there's Salentica.

The Salentica story Watch Now
  • Demo

Salentica Data Broker for Salesforce

Watch the demo to learn more about Salentica Data Broker for Salesforce.com.

Salentica Data Broker for Salesforce Watch Now
  • Demo

Salentica Data Broker for Microsoft Dynamics

Watch the demo to learn more about Salentica Data Broker for Microsoft Dynamics.

Salentica Data Broker for Microsoft Dynamics Watch Now
  • Demo

Salentica Elements on Salesforce Lightning

Watch the demo to learn more about Salentica Elements.

Salentica Elements on Salesforce Lightning Watch Now
  • Demo

Salentica Engage

Watch the demo to learn more about Salentica Engage.

Salentica Engage Watch Now
  • Video

Intro to Salentica Elements

Spend time managing your business, not your to-do list.

Intro to Salentica Elements Watch Now
  • Video

Intro to Salentica Engage

CRM is more than just software. It's a way of doing business.

Intro to Salentica Engage Watch Now
  • Infographic

SS&C Salentica Solutions

An array of solutions to suit your business needs.

SS&C Salentica Solutions Read More
  • Product Brief

Salentica technical support and training resources

Salentica is built on the foundation of empowering our clients. We ensure our clients are equipped with the tools and knowledge necessary to efficiently manage and grow their business.

Salentica technical support and training resources Read More
  • Product Brief

Salentica Data Broker for Salesforce

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Salesforce platform and gain a 360° view of their client.

Salentica Data Broker for Salesforce Read More
  • Product Brief

Salentica Data Broker for Microsoft Dynamics

Salentica Data Broker facilitates rapid deployment of integrations to enable advisors to manage their business on the Microsoft CRM platform.

Salentica Data Broker for Microsoft Dynamics Read More
  • Product Brief

Salentica Elements

Salentica Elements is a turnkey, yet configurable solution built on the Salesforce Lightning Platform.

Salentica Elements Read More
  • Case Study

Detalus Advisors

Advancing the Advisor-Client Experience through a Unified Tech Stack.

Detalus Advisors Read More
  • Case Study

Fure Financial

Empowering advisors with the power of integration using the Salentica Data Broker Platform.

Fure Financial Read More
  • Case Study

Marietta Investment Partners

Salentica supports a highly personalized client experience at Marietta Investment Partners.

Marietta Investment Partners Read More
  • Case Study

Bailard

Salentica CRM supports a high-touch client service culture at Bay Area firm with a rich history.

Bailard Read More