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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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  • 8 Testimonials View
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Customer Rating Review Score based on 1699 reference ratings
4.8/5.0 (1699)

8Testimonials

  • “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

  • “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

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

    Amanda Grams Portfolio Administrator
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8 Case Studies

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

    Clint Lewis Managing Director

  • Sontag Advisory - Customer Case Study

    Eric Sontag Chief Operating 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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