Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Attune WealthData, Powered by BridgeFT - Financial Services Integration
Multi-custodian integration for RIA wealth firms
Overview
Attune WealthData, Powered by BridgeFT provides multi-custodian integration for RIA firms, and is built on Financial Services Cloud
Financial Accounts, Financial Holdings and Securities seamlessly integrated from multi-custodians into your Financial Services Cloud CRM
Multi-custodian integration plus DST sources for RIA firms, built on Financial Services Cloud
Categories
- Business Needs
- AnalyticsData ManagementIntegration
- Industries
- Financial Services
- Personas
- AdministratorArchitectBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package