42
Practices Consolidated
$28B+
AUM Managed
+89%
Operational Efficiency
$12.3M
Annual Savings
Client Overview
Business Model
RIA aggregator (roll-up strategy)
Assets Under Management
$28B+ across 42 practices
Advisors
387 advisors across 18 states
Client Accounts
142,000+ client accounts
Project Duration
24 weeks (phased rollout)
The Challenge
- 142 separate CRM systems across acquired practices
- 2No unified reporting or client view
- 3Inconsistent data standards and processes
- 4Manual compliance tracking across practices
- 5Unable to identify cross-selling opportunities
- 6Advisor productivity bottlenecks
Our Solution
Enterprise Salesforce FSC platform with multi-practice architecture
Multi-Tenant Salesforce FSC
Single platform with practice-level segmentation
Unified Data Model
Standardized client, household, and account structures
Practice Hierarchies
Flexible org structure supporting acquisition growth
Centralized Compliance
Automated surveillance and reporting across all practices
Measurable Results
Dramatic improvements across all key metrics
Metric
Data Consolidation
Before
42 disconnected systems
After
Single FSC platform
100% unified
Metric
Reporting Time
Before
40 hours/week
After
2 hours/week
-95%
Metric
Client Visibility
Before
Practice-level only
After
Enterprise-wide 360°
100% visibility
Metric
Operational Costs
Before
$18.7M/year
After
$6.4M/year
$12.3M savings