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

Advent Salentica, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Comprehensive Insights on Advent Salentica Use Cases

How does Advent Salentica facilitate Relationship Management?

How can Advent Salentica optimize your Engaging And Following Up Workflow?

Case Studies

Financial Services

CASE STUDY Inspire Trust Company

Inspire Trust Company used SS&C's Innovest platform to manage operations. They needed managed services and technology for their small team. The platform helped with daily transactions, regulatory rep...orting, and portfolio diversification.

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Non-Profit Organization Management

CASE STUDY HighGround Advisors

HighGround Advisors is a nonprofit investment management and trust services company. They manage 2 million mineral acres across 27 states. This generates over $900 million a year in royalty income. T...hey used SS&C MineralWare to improve accounting and reporting. The platform helps with ownership information and location pinpointing.

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Financial Services

CASE STUDY Trust Company of the South

Trust Company of the South wanted new technologies for trust, investment reporting, and client management. They chose SS&C after it acquired Innovest. This helped them streamline operations with Blac...k Diamond, Salentica Engage, and Innovest.

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Financial Services

CASE STUDY BlueStem Wealth Partners

BlueStem Wealth Partners transitioned to a 100% fee-based model in early 2023. They used SS&C's Black Diamond Wealth Platform and Advent Insurance Marketplace. This helped them convert over 100 annui...ty contracts. The technology improved client service and operational efficiency.

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Banking

CASE STUDY First Bank

First Bank used SS&C Innovest and Black Diamond Wealth Solutions to improve their operations. They combined managed services, customized reporting, and a mobile app. This helped automate workflows an...d improve service for advisors and clients.

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Financial Services

CASE STUDY InvesTrust Wealth Management

InvesTrust Wealth Management has been using the SS&C Innovest platform for over 20 years. They rely on it for trust accounting, reporting, and trading. They also serve as a custodian for third-party ...money managers. InvesTrust outsourced key operations by integrating SS&C Innovest's managed services and technology.

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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 Profile

Company Name

SS&C Advent

Company Website

https://www.advent.com/

HQ Location

San Francisco, CA

Employees

1001-5000

Social

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Financials

M&A