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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.

Highlights

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)

Provider Details

ShellBlack
Texas, United States
Founded
2010
Website
Email
Phone
469.200.0800

With more than 2,200 successful Salesforce engagements throughout the United States and 200+ certifications to their credit, the experienced consultants at ShellBlack are Salesforce experts with a specialized focus on financial services. Our founder and namesake Shell Black, is a Salesforce MVP Hall of Fame. From seamless implementations and migrations to automated marketing and custom development, ShellBlack delivers customized solutions to help your organization enhance customer value while fueling ROI.

Pricing Details

Subscription is billed annually One-time installation and setup fee

1 to 200 Users

$5,000 USD/company/year

201+ Users

$7,500 USD/company/year

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ShellBlack | Leader in Financial Services Implementations
by ShellBlack
ShellBlack is an experienced, trusted Salesforce consulting partner with a targeted focus on financial services. In fact, 95% of our Salesforce engagements are rooted in this dynamic industry.