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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.

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