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ShellBlack Multi-Custodial Data Aggregator Accelerator for Wealth Managers

Accurately sync data from 900+ direct custodial & provider feeds

Overview

Powered by data from BridgeFT, our Accelerator offers access to more than 900+ direct custodial & provider feeds. Once installed, fully aggregated client and investment account data flows automatically into Salesforce FSC.

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See How ShellBlack Multi-Custodial Data Aggregator Accelerator for Wealth Managers Works

  • Personalized experiences — unifies and normalizes key data elements for a holistic view.

  • Accurate data matching — multi-tiered matching logic ensures that data is correctly matched and linked.

  • Easy access to insights — pre-configured reports and dashboards support data-driven decision-making.

  • 900+ Data Providers: > Schwab Advisor Services (Charles Schwab) > Fidelity Institutional > Pershing Advisor Solutions & PershingLLC > Apex Clearing Corporation > DST Financial Advisor Network > Interactive Brokers > National Financial Services LLC (NFS)

Developed by the Salesforce wealth management experts at ShellBlack and powered by data from BridgeFT, our Multi-Custodial Data Aggregator Accelerator offers access to more than 900+ direct feeds from custodians, back office providers, broker-dealers, correspondent clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) record keepers and more. Once installed, fully aggregated client and investment account data flows automatically into Salesforce Financial Services Cloud to give advisors a comprehensive view of client accounts, holdings, and more.

Categories

Business Needs
Finance
Integration
Data Management
Industries
Financial Services
Personas
Administrator
Business Operations Manager
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package

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