Blog Archives

SS&C Acquires Leading Advisor CRM Solution Salentica

Today, I’m thrilled to share with the advisory community, that SS&C has acquired Salentica, a leading provider of CRM solutions to advisory firms. Many of you are already familiar with Salentica based on its strong reputation for providing customized CRM

Tagged with: , , , , ,
Posted in Advent News, Advisors, Asset Managers, Technology, Traditional and Alternative Asset Management, Wealth Management, Wealth Management and Financial Planning

Compliance 2012: What Will the New Year Bring?

January 1 marks not only a new year but the start of a whole new regulatory and market landscape. Curious about what it means for you? The Wall Street Journal offers a series of succinct articles that we think provide

Tagged with: , , , , , , , , , ,
Posted in Compliance


Recent Tweets




If you have questions or would like to submit a topic you would like for us to consider covering, email us at