Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Microsoft Dynamics-based CRM purpose-built for wealth management firms and advisor workflows.
Description
Salentica Elements, part of SS&C Black Diamond, is a wealth-management CRM built on Salesforce, managing client relationships, workflows, and integrations across the advisor tech stack. (SS&C is consolidating its wealth offerings under the Black Diamond Wealth Solutions brand.)
Integrations
Salentica Elements has 12 integrations in our directory
Search below to find what you're looking for
- Addepar Level 1
- Advisor Center Level 3
- Black Diamond Level 5
- Conga Level 3
- Fidelity Wealthscape Level 1
- LaserApp Level 3
- MoneyGuide Level 1
- Ndex Systems Level 1
- Orion Advisor Services Level 3
- Pulse360 Level 4
- Schwab Advisor Center Level 3
- Tamarac Level 3
Use the search above to find specific integrations
No integrations match your search.
APIs and Security
Security checks
None
Public APIs
No
