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RIAs
Integration with Financial Planning Software
Complexity
High
Timeline
10-14 weeks
Outcomes
4+
Challenge
Disconnected RIA financial planning tools from CRM requiring duplicate data entry and creating version control issues.
Solution
Integrate eMoney, MoneyGuidePro, or RightCapital with Salesforce for bidirectional data synchronization of client profiles, goals, and plan data.
Key Outcomes
- Eliminated duplicate data entry
- Real-time financial plan status visibility
- Unified advisor desktop
- Automated goal tracking
Tags
financial-planningintegrationriasemoneygoal-tracking
Implementation Timeline
10-14 weeks
High Complexity