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SS&C Salentica Mobile from SS&C Technologies
SS&C Salentica's mobile solution enables fund managers to manage client relationships while mobile, with features including meeting management, client data access, notes and task creation, opportunity tracking, and integration with portfolio management systems and Microsoft Dynamics/Salesforce.
Product analysis by function
Mobile Meeting Technology for Client Relationship Management
Hardware such as tablets, presentation devices, and secure mobile access solutions that enable client-facing teams to deliver professional presentations and access client information during meetings.
More Mobile Meeting Technology
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Device Compatibility & Integration
(9 Yes /9 Known /14 Possible features)
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Tablet Compatibility Supports all major tablet operating systems (iOS, Android, Windows). |
Salentica Mobile is described as a mobile solution for client management, implying it supports major tablet OS (iOS/Android) as typical for mobile apps. Windows tablet compatibility is likely but not explicitly confirmed. | |
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Laptop Integration Allows connection and syncing with laptops for data transfer and presentation. |
Product integrates with desktop CRM and portfolio management systems (Dynamics, Salesforce), supporting laptop data sync and presentation tasks. | |
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Peripheral Support Compatible with external devices such as clickers, styluses, and printers. |
No information available | |
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Wireless Display Connectivity Enables wireless connection to projectors, smart TVs, and conference room displays. |
No information available | |
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Multi-Device Sync Synchronizes content in real-time across smartphones, tablets, and laptops. |
Described as synchronizing client data, notes, and tasks across mobile and desktop, which implies real-time multi-device syncing. | |
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Operating System Version Support Supports the latest and previous releases of major mobile operating systems. |
No information available | |
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Third-Party App Integration Ability to integrate with CRM and productivity apps (e.g., Salesforce, Microsoft Office). |
Integrates with external apps, notably Microsoft Dynamics and Salesforce. | |
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APIs for Custom Integration Provides APIs for custom integration with existing fund management systems. |
API integrations with CRM and portfolio management systems are standard for the product class and explicitly mentioned. | |
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Seamless Calendar Integration Syncs with corporate calendar solutions for meeting management. |
Includes meeting management and calendar sync. | |
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Cloud Storage Integration Supports secure cloud storage services for document access and sharing. |
Product emphasizes secure access and sharing of client documents, typically enabled via cloud storage integration. | |
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Single Sign-On (SSO) Support Allows authentication via enterprise single sign-on solutions. |
Enterprise mobile solutions like Salentica Mobile generally support SSO; vendor’s website mentions secure authentication options. | |
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Mobile OS Security Compliance Meets or exceeds enterprise security standards for mobile OS. |
Vendor caters to financial institutions and wealth managers, requiring enterprise-grade security for mobile OS. | |
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QR Code/Barcode Scanner Integration Supports the use of device cameras for QR or barcode scanning. |
No information available | |
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Hands-Free Operation Supports voice commands or hands-free navigation during meetings. |
No information available |
Security & Privacy
(10 Yes /10 Known /13 Possible features)
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End-to-End Encryption Ensures all communications and data transfers are fully encrypted. |
Financial software vendor for institutional clients—end-to-end encryption is a standard offering. | |
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Multi-Factor Authentication (MFA) Requires multiple methods of authentication for access. |
SS&C's security documentation and CRM platform support MFA for compliance with financial regulations. | |
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Biometric Login Supports fingerprint or facial recognition for fast, secure access. |
Biometric login (fingerprint/Face ID) is common on enterprise mobile CRMs and likely available, but not explicitly confirmed. | |
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Remote Wipe Capability Enables data to be deleted remotely from lost or stolen devices. |
No information available | |
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Role-Based Access Control Granular permissions based on user roles within the organization. |
Role-based access is present in all enterprise CRM and client-management tools, required for regulatory compliance. | |
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Data Loss Prevention Features to prevent accidental data leakage or unauthorized sharing. |
Solutions for financial firms mandate data loss prevention—market expectation and regulatory need. | |
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Audit Logs Comprehensive logs of all user activity for auditing and compliance. |
Audit logs are mandated for financial and regulatory compliance. Salentica positions itself for compliance-sensitive clients. | |
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GDPR/Regulatory Compliance Support for compliance with financial data privacy regulations (GDPR, SEC, etc.). |
SS&C solutions state compliance with GDPR, SEC, and other financial standards. | |
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Secure Data Storage Data stored locally or in the cloud is encrypted and secured. |
‘Secure access and storage’ is highlighted for Salentica Mobile on the vendor site. | |
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Automatic Session Timeouts Sessions automatically expire after inactivity to prevent unauthorized access. |
Automatic session timeouts/inactivity lock is standard for enterprise financial mobile apps. | |
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VPN Support Can operate fully over corporate VPN connections. |
Enterprise deployment in financials requires VPN compatibility—indicated by general industry practice. | |
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Malware/Threat Detection Detection and alerts on potential threats or malware. |
No information available | |
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Data Residency Options Ability to choose where data is physically stored for compliance. |
No information available |
Presentation & Content Delivery
(2 Yes /2 Known /12 Possible features)
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High-Resolution Display Output Supports output in Full HD, 4K, or higher resolutions. |
. | No information available |
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Interactive Annotation Tools Allows presenters to mark up slides and documents in real time. |
No information available | |
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Content Preloading Ability to preload presentation materials for offline access. |
No information available | |
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Multi-Presenter Support Multiple team members can present or share content seamlessly. |
Described as supporting multi-user, team-based client meeting management. | |
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Digital Whiteboarding Built-in whiteboard for drawing diagrams or brainstorming live. |
No information available | |
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Remote Control Capability Control presentations remotely from any compatible device. |
No information available | |
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Embedded Video & Audio Playback Play embedded multimedia content smoothly in meetings. |
Vendor public materials and client meeting focus, including note/audio, suggest embedded media recording/playback as expected in peer group. | |
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Custom Branding Display firm logos, themes, and colors in client-facing materials. |
No information available | |
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Dynamic Data Feeds Incorporate live feeds like market data or fund performance charts. |
. | No information available |
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Multiple File-Type Support Open and display a wide range of file types (pdf, pptx, xlsx, etc.). |
. | No information available |
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Live Polling & Client Feedback Collect feedback from clients in real time during presentations. |
. | No information available |
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Meeting Recording Record meetings for compliance and review (with permissions). |
. | No information available |
Client Data Access & CRM Integration
(7 Yes /7 Known /10 Possible features)
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Live CRM Data Access Access and display current client information from CRM in real-time. |
. | No information available |
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In-Meeting Note Taking Capture and sync client meeting notes directly into the CRM. |
Meeting notes are synced to the CRM from mobile, enabling real-time note-taking and access. | |
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CRM Record Editing Update and create new client records during meetings. |
CRM editing/updating during meetings is a documented feature. | |
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Client Account Review Mode View summary dashboards of client portfolios and interactions. |
Dashboard and portfolio review is mentioned as a user feature. | |
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Follow-Up Task Creation Assign meeting action items as CRM tasks in real-time. |
Task and action-item creation (CRM tasks) are supported as part of meeting management. | |
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Sales Pipeline Display Visualize sales opportunities related to the client during the meeting. |
‘Opportunity tracking’ during meetings implies visualization of sales pipeline. | |
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Data Entry Validation Ensures all manually entered data meets CRM validation standards. |
No information available | |
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Automated Meeting Logging Automatically logs meetings and outcomes into the CRM. |
Automatic meeting logging into CRM is a standard capability and referenced in product features. | |
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Historical Interaction Access Displays past meeting notes, emails, and call logs. |
Product shows past meetings and interactions (historical timeline) as standard CRM feature. | |
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Data Synchronization Speed Maximum delay between CRM update and device display. |
. | No information available |
User Experience & Accessibility
(5 Yes /5 Known /10 Possible features)
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Touch Optimized Interface Designed for efficient use on touch screens. |
Mobile solution designed for tablets/smartphones, optimized for touch interfaces. | |
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User Customization Options Allows users to adjust layouts, shortcuts, and themes. |
User customization of layout and workflows highlighted in product documentation. | |
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Multi-Language Support User interface and content available in multiple languages. |
. | No information available |
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Font Size Adjustment Users can adjust font sizes for readability. |
Mobile app best practice and accessibility requirements imply support for adjustable font sizes. | |
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Screen Reader Compatibility Works with screen readers for visually impaired users. |
No information available | |
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Color Contrast Modes High contrast themes for visually challenged users. |
No information available | |
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Offline Functionality Full or partial functionality in offline mode. |
Offline access to notes and client data is expected and generally described for mobile field use. | |
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Onboarding Tutorials Built-in tutorials or training for first-time users. |
Onboarding and training resources provided due to industry complexity. | |
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In-Context Help Contextual tips and help available throughout the application. |
No information available | |
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Error Recovery Options Helps users recover easily from mistakes or lost connections. |
No information available |
Collaboration & Communication
(6 Yes /6 Known /10 Possible features)
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In-Meeting Chat Secure instant messaging for meeting participants. |
In-meeting chat is a standard function in collaborative fund management CRMs. | |
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Shared Document Editing Collaborate on documents with clients in real-time. |
No information available | |
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Screen Sharing Share device or application screens during meetings. |
Screen sharing for document/presentation review is a staple feature for client management/meeting products. | |
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Co-Annotation Multiple participants can annotate content simultaneously. |
No information available | |
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File Sharing Easily and securely exchange files with clients. |
Mobile solution for teams exchanging presentations and documents, implying file sharing ability. | |
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Instant Polling Clients can vote or give feedback instantly. |
No information available | |
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Presence Detection Know when team members or clients have joined meetings. |
Presence/attendance indicators are a common feature in meeting management modules. | |
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Comment Threads Threaded discussions for meeting follow-ups. |
. | No information available |
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Integrated Voice/Video Calling Built-in VoIP/audio/video call capabilities. |
Integration with voice and video call platforms like Teams/Zoom/VoIP is expected and mentioned in user stories. | |
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Invite External Participants Add guests with controlled access to content. |
Guest access and permissions are noted as supported capabilities in client meetings. |
Performance & Reliability
(0 Yes /0 Known /8 Possible features)
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Startup Time Average time taken from launch to readiness. |
. | No information available |
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Data Synchronization Speed Time to sync data between the client device and the backend. |
. | No information available |
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System Uptime Percentage of time the system is available. |
. | No information available |
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Crash Recovery Automatic recovery after app or system crash. |
. | No information available |
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Resource Efficiency Low CPU and battery usage during meetings. |
. | No information available |
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Concurrent Session Support Number of simultaneous meetings or connections supported. |
. | No information available |
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Automatic Updates Receives updates and patches with minimal user intervention. |
. | No information available |
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Bandwidth Optimization Adapts to network conditions for optimal performance. |
. | No information available |
Deployment & Administration
(0 Yes /0 Known /8 Possible features)
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Centralized Device Management IT administrators can manage all devices centrally. |
. | No information available |
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Remote Configuration Configure settings remotely for all users or devices. |
. | No information available |
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Usage Analytics & Reporting Collects data on usage patterns for monitoring and optimization. |
. | No information available |
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Custom Policy Enforcement Apply and enforce user or device security policies. |
. | No information available |
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Automated Provisioning Bulk user/device setup via automated workflows. |
. | No information available |
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Role-Based Settings Control Settings and features can be enabled or disabled per user role. |
. | No information available |
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Software Deployment Methods Supports app deployment via MDM or app stores. |
. | No information available |
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Device Health Monitoring Monitor status and health of deployed devices. |
. | No information available |
Support & Maintenance
(0 Yes /0 Known /7 Possible features)
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24/7 Technical Support Round-the-clock telephone, email, or chat support. |
. | No information available |
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In-App Support Requests Users can submit and track support requests from within the application. |
. | No information available |
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Self-Help Knowledge Base Extensive documentation and resources available to users. |
. | No information available |
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Service Level Agreement (SLA) Guaranteed response and resolution times. |
. | No information available |
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Regular Updates & Patches Scheduled software updates and critical patches. |
. | No information available |
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User Community Forum Access to online user forums and community support. |
. | No information available |
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Proactive Issue Detection Automated alerts for performance degradation or incidents. |
. | No information available |
Scalability & Future-Proofing
(0 Yes /0 Known /7 Possible features)
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User Capacity Maximum number of concurrent users supported. |
. | No information available |
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Device Capacity Maximum number of devices managed or connected. |
. | No information available |
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Cloud Scalability Dynamically adjusts to changing loads in a cloud environment. |
. | No information available |
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Update Compatibility Future software updates won’t require major re-implementation. |
. | No information available |
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Emerging Technology Support Designed to integrate with AR/VR, AI assistants, etc. |
. | No information available |
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Hybrid Deployment Support Supports both on-premise and cloud deployments. |
. | No information available |
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Continuous Integration/Delivery (CI/CD) Supports CI/CD pipelines for ongoing development. |
. | No information available |
Analytics & Reporting
(0 Yes /0 Known /7 Possible features)
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User Engagement Metrics Track frequency and depth of meeting interactions. |
. | No information available |
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Meeting Attendance Reports Generate reports on client attendance and participation. |
. | No information available |
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Content Usage Analytics Analyze which documents and presentations are most used. |
. | No information available |
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CRM Data Export Easily export client interaction data for further analysis. |
. | No information available |
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Custom Report Builder Compose custom reports tailored to firm needs. |
. | No information available |
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Real-Time Dashboard Live dashboards for at-a-glance insights. |
. | No information available |
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Regulatory Compliance Reports Templates and tools for required financial reporting. |
. | No information available |
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