Salentica Elements customer relationship management (CRM) helps financial firms manage client data, automate workflows, and maintain compliance in one centralized platform. Its specialized data model streamlines portfolio oversight. Some users may face a learning curve with initial automation setup, but its structure and clarity offer long-term operational benefits.
Salentica Elements Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is Salentica Elements?
Salentica Elements is a cloud-based customer relationship management platform built to support complex financial workflows and data relationships. The software offers features such as workflow automation, client 360° control, real-time integrations, and compliance tracking. It is purpose-built to handle financial account hierarchies, householding structures, and custodian data feeds.
Salentica helps eliminate duplicate entry, unify financial data across platforms, and provide teams with centralized visibility into client portfolios, supporting better service, regulatory alignment, and scalable operations in finance-focused environments.
Salentica Elements Pricing
Salentica Elements Integrations
Salentica Elements integrates with the following third-party software, such as:
- Schwab OpenView Gateway
- Fidelity
- Addepar
- Black Diamond
- Orion Advisor Tech
- Envestnet MoneyGuide
- Envestnet Tamarac
- Conga Composer
Who Is Salentica Elements For?
Salentica Elements software serves a wide range of industries and sectors, including:
- Financial advisors
- Asset management
- Broker-dealers
- Enterprise wealth firms
- Family offices
- Financial planning firms
- Trust companies
Is Salentica Elements Right For You?
Are you looking for a CRM built specifically to streamline client operations and maintain compliance for financial firms? Salentica Elements solves the pain of fragmented data and manual task tracking by centralizing client relationships and automating workflows while meeting stringent regulatory requirements.
This solution supports regulatory compliance, including GDPR and CCPA, ensuring data governance, consent management, and audit logging across your firm. Salentica CRM also offers enterprise-grade security and scalability for growing firms.
Still not sure if Salentica Elements is right for you? Contact our customer support team at (661) 384-7070, who will help you make the best decision.
Salentica Elements Features
Salentica Elements features Client 360° capabilities that automatically track communication timelines, display historical relationship insights, and provide easily shareable client summaries. This functionality improves internal collaboration and ensures that no single advisor is solely responsible for managing critical client relationships.
See How It WorksSalentica CRM uses a purpose-built data model tailored to financial services. It organizes complex relationships across clients, accounts, and portfolios for top-down and bottom-up data visibility. This structured hierarchy minimizes the need for expensive customizations and aligns your CRM with financial operations.
See How It WorksThe software includes a no-code builder with repeatable templates, automated workflows, and progress tracking tools. These automation features reduce manual effort, support compliance workflows, and transform the CRM into the operational backbone of the firm.
See How It WorksSalentica Elements offers process orchestration tools that enable users to create, adjust, and scale business workflows with ease. From onboarding to compliance checks, workflows help automate repetitive tasks, improve service consistency, and ensure operational transparency throughout the client lifecycle.
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