Salesforce Financial Planning Integration
Connect Salesforce with Orion, eMoney, MoneyGuidePro, and other portfolio management platforms. Unified client views, automated account sync, and compliance-ready data handling.
Integration Benefits
Transform wealth management operations with seamless data flow
360° Client View
See complete financial picture including accounts, holdings, and performance in Salesforce
Automated Updates
Daily balance and performance updates eliminate manual data entry
Unified Reporting
Build custom reports combining CRM activities with financial performance data
Compliance Ready
SEC/FINRA compliant data handling with audit trails and field-level security
Supported Platforms
We integrate with all major financial planning and portfolio management platforms
Orion Advisor Services
Account aggregation, performance reporting, billing
eMoney Advisor
Financial planning, goal tracking, client portal
MoneyGuidePro
Financial planning scenarios, retirement planning
Riskalyze
Risk tolerance, portfolio alignment
Wealthbox
CRM-native workflows, task management
Black Diamond
Performance reporting, rebalancing
Frequently Asked Questions
Which financial planning platforms can you integrate with Salesforce?
We integrate Salesforce with all major wealth management platforms including Orion Advisor Services, eMoney Advisor, MoneyGuidePro, Riskalyze, Wealthbox, AdvisorEngine, Envestnet, Black Diamond, Tamarac, and custodial platforms like Schwab, Fidelity, and TD Ameritrade. We also connect legacy portfolio management systems through custom APIs or flat file imports.
What data syncs between Salesforce and financial planning tools?
Typical sync includes: Client demographics (from Salesforce to planning tool), Account holdings and balances (from planning tool to Salesforce), Portfolio performance metrics, Asset allocation data, Financial plan documents and status, Billing and fee information, Household relationships and hierarchies, and Custom client segmentation fields. All sync is configurable based on your data governance.
How do you handle sensitive financial data and PII?
We implement field-level encryption for sensitive data (SSN, account numbers), use encrypted APIs (TLS 1.2+) for all transfers, mask sensitive fields in Salesforce when not needed, implement field-level security based on roles, maintain audit trails of all data access, and comply with SEC Regulation S-P for customer privacy. All configurations undergo security review before deployment.
Can advisors see client portfolios directly in Salesforce?
Yes. We build custom Salesforce components that display real-time portfolio data including: Current account balances, Asset allocation charts, Performance metrics (YTD, 1-year, 3-year, since inception), Recent transactions, and Links to detailed reports in the planning platform. Advisors get a 360° client view without leaving Salesforce.
How often does financial data sync to Salesforce?
Sync frequency depends on your needs and platform capabilities. Options include: Real-time (immediate updates via webhooks), Hourly (for intraday balance updates), Daily (end-of-day reconciliation - most common), Weekly (for performance reporting), or On-demand (triggered by specific events like new account opening). Most firms use daily end-of-day sync for balance updates.
What happens during market volatility or system outages?
We design integrations for resilience: Failed syncs automatically retry with exponential backoff, Error notifications alert your IT team immediately, Data queues preserve sync jobs during outages, Manual reconciliation tools are provided for discrepancies, and Historical sync logs enable audit and recovery. We document disaster recovery procedures and test them during implementation.
Ready to Unify Your Wealth Management Data?
Let's discuss your integration requirements and create a solution that enhances advisor productivity