SS&C Salentica to HubSpot
Wealth-management CRM delivered on Salesforce and Microsoft Dynamics 365 (Elements, Engage, Data Broker). The Salentica name is being folded into SS&C Black Diamond Wealth Solutions.
SS&C Salentica data can move into HubSpot, landing mainly in Sales Hub. 2 of 6 mapped objects move directly (Contacts / prospects and Opportunities); 3 items need manual work and 2 do not move. Plan roughly 4-8 weeks for a small move and 16-30 weeks for a large one.
Migration checklist for SS&C Salentica
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<25k contacts
Contacts, households and deals only.
Mid migration
25k-150k
Adds activity history and workflow rebuild.
Large migration
>150k
Multi-entity firm with integrations and compliance archiving.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves SS&C Salentica: what you need to get in, what lands in HubSpot, and what will not.
Underlying platform APIs (Salesforce or Dynamics 365). Schwab lists API integration and SSO for Elements.
Admin or API-enabled user on the underlying Salesforce or Dynamics org; confirm with SS&C.
System administrator or data-export rights on the underlying org (unverified).
Choose your route
How will you move the data?
No native connector was found.
- You need: Admin or API-enabled user on the underlying Salesforce or Dynamics org; confirm with SS&C.
- Permission: System administrator or data-export rights on the underlying org (unverified).
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Export via the underlying Salesforce or Dynamics 365 tooling (reports, data export, API)
- Request an export or extract from SS&C Salentica or Black Diamond support
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 16-30 weeks, usually phased.
Talk to a partnerWhere each object lands
In SS&C Salentica
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts / prospects | Contacts | yes | Standard CRM entity on the underlying platform; export and map by ID. |
| Households / organizations | Companies | partial | Households have no native HubSpot equivalent. Model as Companies or a Custom object and rebuild the member relationships. |
| Advisers and referral partners | Contacts | partial | Use a contact type property or custom association labels. |
| Opportunities | Deals | yes | Pipeline and stage mapping is needed. |
| Activities and notes | Notes | partial | Tasks, Calls, Meetings and Emails may also be needed. Volume and format depend on the org. |
| Custodian, portfolio and financial planning data (Data Broker) | Custom objects | no | Stays in specialist systems per the scope note. |
What to expect
Provided by SS&C connectors into the CRM; the portfolio system remains the system of record.
Platform-specific; must be rebuilt as HubSpot workflows.
No native household object.
Elements ships pre-configured workflows that do not transfer.
Salentica is delivered as a managed, licensed product on a third-party platform.
Archive regulated records and keep them in specialist systems.
Confirm the current product and exit terms with SS&C before planning.
Run a field audit and test an export.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product lineage and platform base (Salesforce / Dynamics 365) are sourced. No Salentica-specific export docs or HubSpot connector docs were found. Access, object mapping and export paths rest on category-level knowledge of the underlying Salesforce/Dynamics platforms.
Sources
Related migrations
Frequently asked questions
How do I migrate SS&C Salentica to HubSpot?
1. Confirm whether the org runs on Salesforce or Dynamics 365, and whether it is Elements or Engage. 2. Ask SS&C for admin or API access and an export of the data model. 3. Inventory households, relationship types, adviser and referral-partner records. 4. Decide which records stay in portfolio, planning or custodian systems.
What data can move from SS&C Salentica to HubSpot?
These objects move directly: Contacts / prospects and Opportunities. Check the mapping table for partial and manual items.
What does not move from SS&C Salentica to HubSpot?
Custodian and portfolio data feeds, Data Broker integrations and Salesforce/Dynamics workflows, packaged Elements automation and layouts. Plan to rebuild or retire these.
How long does a SS&C Salentica to HubSpot migration take?
Small (<25k contacts): 4-8 weeks. Mid (25k-150k): 8-16 weeks. Large (>150k): 16-30 weeks. These are planning estimates, not a quote.
What access do I need to export from SS&C Salentica?
Admin or API-enabled user on the underlying Salesforce or Dynamics org; confirm with SS&C. System administrator or data-export rights on the underlying org (unverified).
What compliance issues apply when moving SS&C Salentica data?
Check: Financial, Client financial account information, Possible minors in family records and Securities regulatory records. Agree consent, retention and access rules before exporting.
Moving SS&C Salentica into HubSpot?
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