Salentica Elements CRM
By SS&C Technologies, Inc.Finance
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $100 per user per month
- Listed since
- 2017
About Salentica Elements CRM
Configurable CRM Solution w/ a Data Model Built for Wealth & Asset Managers
SS&C’s Salentica ® Elements is a centralized, simplified CRM tool natively integrated with industry-leading custodians and portfolio management systems to scale client interactions. Complete with industry-specific entities, advisors using Salentica Elements are equipped to understand client needs, identify new opportunities, and address problems faster. Designed specifically for the unique needs of RIAs, wealth managers, and asset managers, Salentica Elements prioritizes relationships to work the way your firm does.
Highlights
- Use pre-built integrations with Schwab OpenView Gateway® and Fidelity Wealthscape℠ to provide real-time, secure custodian account data
- Create custom workflows unique to your firm to ensure client requests aren’t falling through the cracks and compliance standards are met
- Know when and how to reach your clients based on your last interaction
Screenshots and videos
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Pricing
Paid, from $100 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $100 per user | Monthly |
• Salentica Elements starts at $90/month per user • Quick-start deployment with data loaded using predefined Excel templates for Relationships, Contacts and Investments
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Enterprise
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on June 28, 2017
- Industries
- Financial Services
- Languages
- English
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