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Filed under: CRM Software, Document Management

Company info:

RIA department info:


  • Founded in 1997


What is the service or product you offer to RIAs?

Salentica® is a leading provider of integrated Customer Relationship Management (CRM) solutions and software with over 20 years of experience exclusively in CRM for Wealth Management. Salentica is built on the Salesforce and Microsoft Dynamics platforms and is designed for the unique needs of Wealth Managers, RIAs and Family Offices. In 2016, Salentica joined SS&C Technologies, a leading service and software provider for the global financial services industry.

Salentica Elements on the Salesforce Lightning Platform:

Salentica CRM on the Intelligent Microsoft Cloud:

How do you differentiate your offering from competitors?

Salentica CRM is offered on two of the leading CRM platforms available in the market today offering a choice for our clients of Microsoft Dynamics 365 or Salesforce based solutions. Additionally, Salentica conducts in-depth customizations that are tailored for the unique needs of each client, allowing the CRM to grow alongside each firm.

Salentica is a platform partner to the Black Diamond® wealth platform, the flagship cloud-based portfolio management solution from SS&C Advent. Black Diamond provides advisors a purposeful suite of tools – from portfolio management to reporting to client communications and more – to manage their client’s complete wealth picture. With Black Diamond and solutions from platform partners for CRM, financial planning and more, advisors are empowered to deliver value and advice to clients with the power of advanced technology behind them.


Salentica also specializes in integrated solutions for your CRM including: Custodians - Schwab OpenView Gateway®, TD Ameritrade Institutional’s Veo® and Fidelity Wealthscape℠

Portfolio Management Systems - Advent APX® & Axys®, Envestnet | Tamarac® Advisor Rebalancing & Advisor View and Orion Connect

Back office tools – Microsoft Office, Outlook & SharePoint and other document management systems

Other - LaserApp® for custodial form filling, ModestSpark for client portal, MoneyGuidePro for financial planning, ClickDimensions for marketing automation

As the hub of your organization, Salentica CRM uses a configurable 360° hierarchy view of client relationships including Families, Households and their Centers of Influence, Contacts, Accounts, Portfolios & Holdings and more.

What else would you like to say about your business?

Our senior management has over 75 years of combined industry experience working with wealth management firms, most having held senior positions leading financial service provider companies including portfolio management software development companies specializing in WRAP, SMA and wealth management software.

Learn more about Salentica® CRM:

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

Salentica® CRM Protects Your Portfolio Data Using Microsoft® Azure

Salentica Announces Integration to Orion Portfolio Accounting System

Salentica CRM Now Available on Salesforce AppExchange

Salentica is pleased to announce our new integration with TD Ameritrade Institutional Veo®

Read how our clients have solved real problems with our solutions:

Ronald Blue and Co Case Study

Steinberg Global Asset Management Case Study

Wetherby Asset Management Case Study

Edelman Financial Services Case Study

Grimes & Company Case Study

Piedmont Trust Company Case Study

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Salesforce's slew of new advisor-focused CRM upgrades gets slammed, while a rival CEO says fresh changes won't 'slow the stampede' of RIAs fleeing the San Francisco giant

A year after Salesforce launches its long-awaited Financial Services Cloud--a financial advisory-focused twist on its CRM software that remains a Fortune 500 darling--the giant vendor unleashed a glut of upgrades

As Salentica settles into life as SS&C's fair-haired CRM, downsides of being a sheltered software child are also apparent, critics say

Black Diamond and Advent are still in reach but the firm's appeal to smaller fry in need of low pricing is more limited

Advent's parent buys Salentica to bolster Black Diamond CRM

SS&C promised to buy David Welling lots of M&A toys to sweeten his firm's Black Diamond offering and now the big Salesforce-Microsoft reseller begins to fulfill that promise

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

Why Commonwealth Financial dumped Microsoft CRM and where the decision's go-it-alone hazards lie

At stake is what many consider the advisor nerve center of the Waltham, Mass.-based broker-dealer

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