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ShellBlack Multi-Custodial Data Aggregator Accelerator for Wealth Managers

By ShellBlack

Accurately sync data from 900+ direct custodial & provider feeds

No Ratings
$5,000   USD/company/year
Industries
Financial Services
Business Need
Finance
Integration
Data Management
Requires
Financial Services Cloud
Compatible With
Financial Services Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited

App Details

Version
ShellBlack Multi-Custodial Data Aggregator Accelerator/Spring 2025 1.4.0
Listed On
02/24/2025
Latest Release
03/26/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 6
Custom Tabs: 3
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
12/09/2024

Additional Details

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.

Need help?

ShellBlack

Texas, United States

Support Phone469.200.0800
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