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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 Investment Management Software

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 1680 reference ratings
4.8/5.0 (1680)

8Testimonials

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

    Amanda Grams Portfolio Administrator

  • “With Salentica Elements fully up and running, we appreciate the expertise and strong support that we have experienced throughout the entire implementation process.”

    Jill Young Chief Compliance Officer

  • “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

  • Advancing the Advisor-client Experience Through a Unified Tech Stack

    Clint Lewis Managing Director

  • Empowering Advisors With the Power of Integration Using the Salentica Data Broker …

    Grant Meyer Chief Information Security Officer

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

    Amanda Grams Portfolio Administrator
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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.

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