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Flexible Solution
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Firm Wide Customizations
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Importing Data to your CRM
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Personalize Your Elements
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User Security & Settings
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Integrations for Elements
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Data Broker
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Marketing & Communication
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Overview of Integrations
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Portfolio Management System
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Smart Automation
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Introduction to Workflows on Elements
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Salentica's Default Workflows
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Using Workflows & Automation
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Industry-Driven Data Model
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Asset Management
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Elements Basics
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Salentica Elements Objects
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Client 360
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Elements Features
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Setting Up Elements Features
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Platform Benefits
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Database Storage
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Salesforce Resources
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Salentica Releases & Training
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Access to Elements
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Salentica Elements Releases
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Salentica Elements Support
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Salentica University
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User Setup
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