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SS&C Salentica

Read 8 SS&C Salentica reviews and testimonials from customers, explore 8 case studies and customer success stories, and watch customer videos to see why companies chose SS&C Salentica as their Salesforce Consulting

SS&C Salentica goal is to eliminate redundancies for their key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting their clients’ confidential information is foundational to everything they do. Salentica has provided business and client relationship management solutions for the wealth management industry since its inception in 1997.

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Customer Rating Review Score based on 1621 reference ratings
4.8/5.0 (1621)

8Testimonials

  • “In order for us to take care of clients and deliver high quality service, all of our business processes run through Salentica Engage.”

    Patrick Chase Director of Technology and Performance Measurement

  • “We chose Salentica CRM because it had all of the characteristics we were looking for.”

    Amanda Grams Portfolio Administrator

  • “The integration of Salentica CRM and ClickDimensions has become a critical component of our client service model.”

    Eric Sontag Chief Operating Officer
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8 Case Studies

  • Salentica Supports a Highly Personalized Client Experience at Marietta Investment Partners

    Amanda Grams Portfolio Administrator

  • Sontag Advisory - Customer Case Study

    Eric Sontag Chief Operating Officer

  • Leveraging Salentica’s Cloud-based CRM Solution to Consolidate Data and Strengthen Client Service.

    Patrick Chase Director of Technology and Performance Measurement
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Additional SS&C Salentica Information & Resources

Read SS&C Salentica Reviews, Testimonials & Customer References from 8 real SS&C Salentica customers.

Browse SS&C Salentica Case Studies, Customer Success Stories, & Customer References from 8 businesses that use SS&C Salentica.

FeaturedCustomers has 1,923,751+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.