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Attune WealthData, Powered by BridgeFT - Financial Services Integration

By Attune Solutions

Multi-custodian integration for RIA wealth firms

No Ratings
$30   USD/user/month
Industries
Financial Services
Business Need
Analytics
Data Management
Integration
Requires
Financial Services Cloud
Compatible With
Sales Cloud

Attune WealthData, Powered by BridgeFT provides multi-custodian integration for RIA firms, and is built on Financial Services Cloud

Highlights

Financial Accounts, Financial Holdings and Securities seamlessly integrated from multi-custodians into your Financial Services Cloud CRM

Provider Details

Attune Solutions
St. Louis, MO
Founded
2023
Website
Email
Phone
4153365544

Salesforce OEM and ISV partner building banking and wealth management applications

Pricing Details

Default Plan

$30 USD/user/month

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