SS&C Salentica goal is to eliminate redundancies for their key stakeholders, including employees, partners and clients, while exceeding expectations and building long-term partnerships. Respecting and protecting their clients’ confidential information is foundational to everything they do. Salentica has provided business and client relationship management solutions for the wealth management industry since its inception in 1997.
Showing 8 SS&C Salentica Customer Success Stories
Bailard
Erin Randolph
Vice President
Detalus Advisors
Clint Lewis
Managing Director
Fiduciary Investment Advisors
Patrick Chase
Director of Technology and Performance Measurement
Fure Financial
Grant Meyer
Chief Information Security Officer
Gluskin Sheff + Associates
Robert Proia
Vice President
LourdMurray
Jill Young
Chief Compliance Officer
Marietta Investment Partners
Amanda Grams
Portfolio Administrator
Sontag Advisory
Eric Sontag
Chief Operating Officer
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