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. With CRM options, Salentica has products to meet the intricacies of your firm and empower diverse teams.

 

 

 

 

 

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 custom 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 into their portfolio within Black Diamond through a contextual single-sign-on.

  • Product Brief

    Salentica Elements™ empowers you to effectively and efficiently manage client relationships.

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  • Video

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

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

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