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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 1525 reference ratings
4.8/5.0 (1525)

8Testimonials

  • “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

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

    Amanda Grams Portfolio Administrator

  • “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
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8 Case Studies

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

    Patrick Chase Director of Technology and Performance Measurement

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

    Amanda Grams Portfolio Administrator

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

    Clint Lewis Managing Director
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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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