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Aug 26, 2019

The integration imperative: key to delivering high-quality service to clients efficiently

In the world of wealth management, data-dependency is becoming increasingly important. Investment advisors need to be able to see their portfolio positions and holdings in real time in order to make informed decisions for their clients.

Aug 5, 2019

Salentica voted “Best Cloud-Based Application Provider” by WatersTechnology readers

Considering how quickly wealth management technology is moving to the cloud, it is quite an honor for SS&C Salentica to be named “Best Cloud-Based Application Provider” in the 2019 Waters Rankings for our CRM solutions.

Aug 1, 2019

Empowering advisors with integration using Salentica Data Broker™

Fure Financial is an independent financial planning firm dedicated to helping clients understand the complexities of retirement planning, investing, managing assets and debt, risk management, and estate planning. Because each person is unique, Fure Financial’s planning approach is to develop an in-depth understanding of each client’s situation as well as personal values, taking a holistic view to guide clients to their goals and cultivate rewarding relationships.

Jul 8, 2019

Unveiling the Unified Interface for Salentica Engage™ on Dynamics 365

Salentica Engage is an integrated wealth management platform built on Dynamics 365 online, utilizing Microsoft’s new user experience, the Unified Interface.  Across all devices, the Unified Interface brings a responsive and interactive approach to viewing prospect and client data. 

May 22, 2019

New name, new channel: Salentica Engage launches on Microsoft AppSource to help wealth managers drive client engagement

For wealth managers, effective client engagement is the key to winning, retaining and growing relationships. An intelligent CRM system should empower you to engage with clients more effectively in their financial planning and decisions so that they recognize and appreciate the value your firm brings to their lives.

May 17, 2019

Salentica Summit 2019: A place to connect, share, and learn about all things CRM

SS&C Salentica is excited to be hosting more than 75 clients in the beautiful city of Toronto, Canada from June 20-21st at the 10th annual Salentica Summit. This two-day event will be a meeting of great minds where attendees will have an opportunity to be front and center with peers in the financial advisory industry and Salentica’s CRM experts.

Apr 22, 2019

Work smarter with an intelligent CRM solution

Is your CRM system pulling its weight in your business? Is it simply a data repository for client information, or is it actually helping your team be more efficient and supporting your business strategy?

Mar 28, 2019

Black Diamond and Salentica: Technology that helps advisors gain client confidence wins industry recognition

Wealth management is a relationship business. Sure, it requires a lot of financial acumen, but firms that succeed over the long term do the best job of attracting, retaining and growing clients.

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