Salentica | SS&C

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Salentica | SS&C

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About

Investing in a CRM solution goes beyond managing client data. Salentica equips you with a powerful and integrated CRM that enables RIAs and wealth managers to anticipate clients’ needs and take action. Its CRM solutions are integrated with industry-leading technology systems, including custodians, portfolio management, financial planning, form filling, marketing automation and more.

Contacts

https://www.salentica.com/

advent@sscinc.com

https://www.facebook.com/adventsoftwareinc/

https://www.linkedin.com/company/ssc-advent/

https://twitter.com/Salentica

Products / Services

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 9

Partnership: 0

Addepar

Account Aggregation, Analytics, Portfolio Reporting

Addepar is a leading provider of technology for the wealth management industry. The company’s performance reporting and analytics platform aggregates...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 53

Partnership: 0

MoneyGuide | Envestnet

Financial Planning, Investment Research, Portfolio Management, Portfolio Reporting, Retirement Planning, Risk Profiling, TAMP, Tax Planning

MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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