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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 1548 reference ratings
4.8/5.0 (1548)

8Testimonials

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

    Eric Sontag Chief Operating Officer

  • “If there is a change, we only need to enter it one time and it gets updated across the platforms – everything talks to each other.”

    Clint Lewis Managing Director

  • “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
7 more testimonials currently locked

8 Case Studies

  • Salentica Elements™ Helps Cater to Clients With Complex Requirements and the Need …

    Jill Young Chief Compliance Officer

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

    Amanda Grams Portfolio Administrator

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

    Grant Meyer Chief Information Security Officer
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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