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Wealth Management
Centralized Portfolio and Investment Data
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
Investment data scattered across multiple custodians, portfolio management systems, and spreadsheets, preventing advisors from accessing real-time portfolio information during client interactions.
Solution
Integrate custodian feeds and portfolio management platforms into Salesforce FSC to aggregate holdings, performance, and transaction data in a unified, real-time investment dashboard.
Key Outcomes
- Real-time visibility into all client holdings
- Eliminated manual data entry and reconciliation
- 73% faster portfolio review preparation
- Accurate, consolidated performance reporting
Tags
portfolio-managementdata-integrationwealth-managementcustodianfsc
Implementation Timeline
12-16 weeks
High Complexity