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Salentica Elements

Salentica Elements

Last Updated Sep 12, 2025

Overview

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.

Overall Rating

Based on 2 users reviews

3.5

Rating Distribution

Positive

50%

Neutral

50%

Negative

0%

Starting Price
Custom

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 software pricing varies based on the number of users, level of customization, and the scale of the business operation. Request a custom Salentica Elements cost quote for your business.

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
To see these integrations in action, watch a free Salentica Elements demo.

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.

Pros And Cons of Salentica Elements

Pros

  • Supports workflow automation and customization

  • Offers quick deployment templates

  • Integrates real-time portfolio data

Cons

  • Over-customization can add complexity

  • Depends on Salesforce admin expertise

Frequently Asked Questions

Yes, Salentica Elements provides API access.

Salentica Elements integrates with Schwab OpenView Gateway, Fidelity, Addepar, Black Diamond, Orion Advisor Tech, Envestnet MoneyGuide, Envestnet Tamarac, and Conga Composer.

Salentica Elements serves financial advisors, asset management, broker-dealers, wealth firms, family offices, financial planning firms, and trust companies.

Salentica Elements provides support via email and phone.

The software offers various pricing options that cater to different organizations and their needs. Request a custom Salentica Elements price quotation.

Yes, Salentica Elements offers a mobile app.

Salentica Elements supports the English language.