Name: SS&C Salentica
Price: 145 USD
Author: SS&C Technologies

Customer Success Management Training

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Innovation Management

Text Editors

Development

Business Intelligence (BI)

Collaboration

Desktop Publishing

Enterprise Feedback Management

Operational Analytics

Project Portfolio Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Investor Relations

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Lifecycle Management (ALM)

Application Performance Management (APM)

Archiving

Cloud Storage

Custom Software Development Services

Database Performance Monitoring

Endpoint Security

Firewall

Fraud Detection

Integration Platform as a Service (iPaaS)

Network Operating Systems

Network Performance Monitoring

Release Management

SIP Trunking

Software Composition Analysis (SCA)

Value-Added Resellers (VARs)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Audio Editing

Blogging

Content Management

Creative Collaboration

Email Marketing

Gamification

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Wireframing

Writing and Proofreading Tools

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales

Data-Centric Audit Protection (DCAP)

GDPR Compliance

Security

3D Modeling

Architecture

Aviation

Internet of Medical Things

Membership Management

Municipal

Oil and Gas

Roofing

Vertical-Specific

small

Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.

Junxure

Financial Services CRM

AdvisorEngine

Redtail CRM

Likelihood to Recommend

Orion Advisor Tech

Salesforce Financial Services Cloud

Salesforce

Ebix SmartOffice

Ebix

Wealthbox CRM

Wealthbox (Starburst Labs, Inc)

CRMnext

CRMNEXT (Acidaes Solutions)

DealCloud

Intapp

360 View

360 View (inBusiness Services)

Backstop

Support Rating

Backstop Solutions Group

SS&C offers Salentica, a client relationship management (CRM) platform designed to support wealth and financial management companies in communication with and reporting to their clients. With Salentica Elements, Salentica provides a total wealth management solution.

Salentica

large

medium

Enterprise + CRM (Marketing/Sales/Service)

Unlimited

Unlimited + CRM (Marketing/Sales/Service)

Growth

Growth + CRM (Marketing/Sales/Service)

Creatio

Low-Code Development

Visual Modeling

Drag-and-drop Interfaces

Platform Security

Platform User Management

Reusability

Platform Scalability

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

Basic

SS&C Salentica

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

May 19, 2021 - RIA Summit: Tech Demo (Salentica)

SS&C Technologies

Reviews

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Financial Services CRM Systems

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	No

SS&C Salentica

Overview

What is SS&C Salentica?

Leaving a review helps other professionals like you evaluate Financial Services CRM Systems

Pricing

Salentica

$145

Entry-level set up fee?

Offerings

Product Demos