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Wealth Management
Multi-Custodian Account Aggregation
Complexity
Very High
Timeline
12-16 weeks
Outcomes
4+
Challenge
RIA managing client accounts across Schwab, Fidelity, and Pershing with no unified view of client holdings and performance.
Solution
Integrated custodian data feeds into Salesforce FSC using middleware platform for real-time account data aggregation and consolidated reporting.
Key Outcomes
- 95% reduction in manual data entry
- Real-time portfolio visibility across all custodians
- 73% faster quarterly review preparation
- $450K annual cost savings from eliminated manual processes
Tags
IntegrationWealth ManagementPortfolio ManagementData Aggregation
Implementation Timeline
12-16 weeks
Very High Complexity