Platform Partner: SS&C Salentica

Platform Partner: SS&C Salentica

Client Relationship Management
Grow quickly and efficiently with a purpose-built CRM system designed specifically for the unique needs of wealth managers. Additionally, SS&C Salentica has options to meet your unique business needs.

 

 

 

 

 

Perks of Partnership

  • Synchronized

    Over 100 available data points can be synced including holdings, asset allocation, market value, and cost basis.

  • Comprehensive

    Access recent Black Diamond reports or leverage the synced data to build your reports or create dashboards directly in CRM.

  • Consistent

    A similar data hierarchy and relationship structure make for a seamless experience.

  • Unified

    From your contact’s record in the CRM, click directly to their portfolio within Black Diamond through a contextual single-sign-on.

  • Video

    Hear how the SS&C Salentica integration with Black Diamond is a competitive differentiator.

    Watch Now

 

Platform Partner Website
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Connecting the Dots of Your Practice so You Can Connect with Your Clients.

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