SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Black Diamond customers can now access new relationship management tools aimed at transforming client engagement

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), a global provider of financial services software and software-enabled services, has launched Salentica Elements for financial advisors on the Salesforce AppExchange, the World’s Leading Enterprise Apps Marketplace. Built on the® by Salesforce Platform, Salentica Elements is now available on the AppExchange (

Salentica Elements is a CRM solution specifically designed for the unique needs of RIAs and wealth managers. The quick-start solution provides advisors a cutting-edge, advisor-specific solution that has pre-built configurations, workflows and features native integration with the Black Diamond wealth platform. Salentica Elements, packaged with Black Diamond, offers a fully integrated, efficient advisor desktop.


The company says Salentica Elements will help advisory businesses to connect with their clients, partners, and employees in entirely new ways.

With Salentica Elements, Black Diamond clients will be able to:

  • Access daily account, portfolio, and household data from Black Diamond
  • View individual client reports created with Black Diamond
  • Maintain real-time client relationship information through a single connected platform
  • Manage data using industry-specific entities (e.g., Relationships, Portfolios, etc.)
  • Provide a single, contextual view of their clients across multiple devices
  • Create customized workflows to improve overall firm efficiency

“Financial advisors are focused on deepening relationships with clients and demonstrating the value they provide. Salentica Elements gives them an extra edge to manage client relationships with care and grow with scale,” said Steve Leivent, SVP of Advisory Client Experience, SS&C Advent.

“Everyone and everything is getting smarter and more connected than ever before, and companies are looking to transform the way they connect with customers, partners, and employees,” said Kori O’Brien, SVP, ISV Sales, Salesforce. “By leveraging the power of the Salesforce Platform, SS&C provides clients with an exciting new way to manage client relationships with a turnkey solution built based on best practices for advisory firms.”


Salesforce AppExchange is the world’s leading enterprise apps marketplace that empowers companies to sell, service, market and engage in entirely new ways. With 3,500 partner apps and more than 4 million customer installs, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses. Salesforce, AppExchange and others are among the trademarks of, inc.  For more information, visit Salesforce on Facebook: or Twitter:


SS&C is a global provider of investment and financial software-enabled services and software for the global financial services industry. Founded in 1986, SS&C is headquartered in Windsor, Connecticut and has offices around the world. Some 11,000 financial services organizations, from the world’s largest institutions to local firms, manage and account for their investments using SS&C’s products and services.

One of SS&C’s leading solutions for financial advisors is the Black Diamond® wealth platform, a portfolio management, reporting and client communications tool, serving over 1,000 firms today. Advisors can combine many other capabilities such as CRM, financial planning, and risk alignment tools into their Black Diamond experience. Salentica® CRM, also an SS&C solution, is one such partner. Across its CRM offering, Salentica has more than 5,000 users and an average firm size of over $3 billion in assets. Learn more at

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