Advent Salentica Overview

Advent-Salentica offers CRMs designed specifically for financial services. These systems automate efficiency tracking and suggest proactive client outreach, with extensive configurability.

Use Cases

Customers recommend Relationship Management, Engaging And Following Up, Lead Qualification: Technographic, as the business use cases that they have been most satisfied with while using Advent Salentica.

Other use cases:

  • Trust Management
  • Workflow Management
  • Contact List Management
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Business Priorities

Enhance Customer Relationships is the most popular business priority that customers and associates have achieved using Advent Salentica.

Other priorities:

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Advent Salentica Use-Cases and Business Priorities: Customer Satisfaction Data

Reviews

"...Salentica brings together a deep understanding of CRM technologies and unparalleled partnerships and alliances with leading technology solutions providing advisors with a truly integrated experience...." Peer review

Comprehensive Insights on Advent Salentica Use Cases

Why is Advent Salentica the best choice for Relationship Management?

How does Advent Salentica facilitate Engaging And Following Up?

Case Studies

Financial Services

CASE STUDY Diversified Trust

Diversified Trust needed a better way to report on alternative assets and improve the client experience. They used SS&C Advent solutions for portfolio management, accounting, reporting, and client po...rtal services. The firm is an employee-owned wealth management company in the Southeastern U.S. They serve individuals, families, foundations, and retirement plans. The solution helped them tailor strategies for wealth, legacy planning, and philanthropy. Diversified Trust now offers enhanced reporting and a better client experience.

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Financial Services

CASE STUDY Bahl and Gaynor Investment Counsel

Advent Outsourcing Services helped Bahl and Gaynor Investment Counsel move forward faster. The firm has a focused investment philosophy called Dividends Pay Dividends. Advent Outsourcing Services ope...ned new opportunities for growth. The customer said the service lets them progress at an exponential rate. No specific numbers or metrics are mentioned in the content.

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Financial Services

CASE STUDY Anonymous - State Division of Investment Services

Geneva helped a state division of investment services upgrade from a 16-year-old system. The division manages $84 billion for retired employees and teachers. They needed multi-currency support for al...ternative investments and global markets. The migration to Geneva finished on time and under budget. The new system supports diversification and higher returns.

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Financial Services

CASE STUDY William Jones Investment Management

Advent Portfolio Exchange (APX) helped William Jones Investment Management solve technology challenges. The firm had many portfolio managers using different software. They chose to merge all systems ...into the SS&C Advent platform. APX and Moxy trade order management system provided one solution for portfolio and client management. This made their operations simpler and more efficient.

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Financial Services

CASE STUDY HMI Capital

Tamale helps HMI Capital work better as a team. The investment fund spends less time filing and searching for data. They spend more time using key information to make investment decisions. Tamale is ...important for HMI Capital’s research-driven investment process. The fund focuses on five sectors and keeps a small, well-researched portfolio.

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Financial Services

CASE STUDY EFG Hermes

SS&C Advent helped EFG Hermes, a top asset manager in the Middle East and Africa, improve their global investment operations. EFG Hermes used automation and SS&C Advent's technology to boost credibil...ity with clients and prospects. The partnership made it easier for EFG Hermes to scale and grow. Their investment operations became more streamlined and efficient. EFG Hermes now has a stronger technology backbone for their business.

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Advent Salentica Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.48/5 ★

Read Reviews (2)
Analytics

3.31/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.48/5 ★

Read Reviews (2)
Analytics

3.31/5 ★

Read Reviews (3)

Software Failure Risk Guidance

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for Advent Salentica

Top Failure Risks for Advent Salentica

SS&C Advent News

M&A

Advent and TPG in Competition to Acquire Stake in Hero Group Tessolve Chip Arm , ETTelecom

Advent International is competing with other private equity firms, including TPG Growth, to acquire a significant minority stake in Tessolve, a semiconductor design and engineering company owned by Hero Electronix. The stake sale, advised by Jefferies, values Tessolve at around $450 million. The process is in the due diligence stage, with binding bids expected soon.

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SS&C Advent Profile

Company Name

SS&C Advent

HQ Location

San Francisco, CA

Employees

1001-5000

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Financials

M&A