Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
Target firm size
- Enterprise
- Mid-Size
- Small
Product Description
Product Positioning
Purpose-built CRM for wealth management firms, available on Salesforce and Microsoft Dynamics.
Description
Salentica, part of SS&C Black Diamond (now consolidating under the SS&C Black Diamond Wealth Solutions brand), provides CRM solutions purpose-built for wealth management on Salesforce and Microsoft Dynamics, helping advisory firms manage client relationships and integrate their tech stack.
Integrations
Salentica has 1 integrations in our directory
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- Salentica Level 1
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APIs and Security
Security checks
None
Public APIs
No
