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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 1541 reference ratings
4.8/5.0 (1541)

8Testimonials

  • “Our legacy CRM system was hindering our growth. SS&C Salentica had a product that was tailored to the way we do business.”

    Robert Proia Vice President

  • “Salentica Data Broker moves data from Black Diamond into our Salesforce instance seamlessly and automatically, so we don’t have to click around through multiple systems.”

    Grant Meyer Chief Information Security Officer

  • “Through our unique feature set requirements, we narrowed the list down to a small number. We ended up selecting Salentica because it clearly was the best choice for our needs, …

    Erin Randolph Vice President
7 more testimonials currently locked

8 Case Studies

  • Finding a Partner in Salentica With Experience in the Nuances of the …

    Robert Proia Vice President

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

    Amanda Grams Portfolio Administrator

  • Salentica CRM Supports a High-touch Client Service Culture at Bay Area Firm …

    Erin Randolph Vice President
7 more case studies currently locked

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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