Challenge
Manual daily reconciliation between RIA CRM and custodian data creating delays, errors, and incomplete client information visibility.
Solution
Automate daily custodian data feed integration with Salesforce for automatic position, transaction, and balance updates with exception reporting.
Key Outcomes
- Automated daily custodian data synchronization
- Real-time position and balance visibility
- Exception-based reconciliation workflow
- Eliminated manual data entry
Tags
custodian-integrationdata-reconciliationriasautomationdaily-sync
Implementation Timeline
12-16 weeks
High Complexity