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Fintech Integration Marketplace / Wealth Management / CRM

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Salesforce Financial Services Cloud

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the center of everything they do.

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https://www.salesforce.com/solutions/industries/financial-services/

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  • CRM
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Companies that integrate with Salesforce

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
#Portfolio Management #Account Aggregation #Billing #Rebalancing #Portfolio Reporting
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
Discovery Data
Discovery Data
Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and insurance industries.
#Client Intelligence #Account Aggregation #Collaboration Tools #Analytics #Communication Tools #CRM #Investment Research #Marketing #Technology
Dun & Bradstreet
Dun & Bradstreet
Dun & Bradstreet is a leading global provider of mission-critical data and insights to help our clients compete, grow and thrive.
#Wealth Management #Account Aggregation #Analytics #Automation #Content Management #Financial Planning #Risk Profiling #Portfolio Management #Investment Research
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
HiddenLevers
HiddenLevers
HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.
#Risk Profiling #Analytics #Portfolio Management #Investment Research #Portfolio Reporting #Proposal Generation
Jemstep
Jemstep
Jemstep provides a modern solution for banks to offer goal-based investing to clients.
#Portfolio Management #Analytics #Security
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
SmartRIA
SmartRIA
SmartRIA is a US-based software company serving wealth managers in the Americas and EU
#Compliance #Collaboration Tools #Communication Tools #Document Management
Wealthengine
WealthEngine
WealthEngine fuels wealth-aware campaigns empowering our clients to discover their next best prospect to drive growth. Our Engagement ScienceTM is at the center of our platform, combining proprietary machine learning with wealth and lifestyle signals to deliver measured outcomes.
#Analytics

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