Wealth Management
Deliver personalized advice, smarter and faster
Empower advisors, optimize operations, and innovate with data and AI to deliver what clients expect—personalized and proactive.
Where top firms turn to stay ahead
Client expectations are rising
Mergers and acquisitions are reshaping the industry. Teams need to scale, integrate, and perform fast.
More than just adapting
We position your firm to lead, with solutions that empower advisors, streamline post-merger integration, and deliver measurable outcomes that drive growth.
Zennify was the catalyst behind one of our most ambitious transformations—bringing together 22 departments, 500 users, and hundreds of processes onto a single Salesforce platform.
Director of Business Transformation, OneDigital
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Power financial planning and portfolio management
Personalized engagement, every time
Use Salesforce Financial Services Cloud to create 360-degree client profiles that unify data from every touchpoint. Build trust with highly personalized and proactive advice.
Insight-driven advisors
Equip your advisors with prebuilt dashboards and real-time analytics to track client progress, monitor satisfaction, and identify new opportunities for growth.
Simplify wealth transitions
Ensure long-term client retention with tools that simplify intergenerational wealth transfers and succession planning.
Unified decision-making
Leverage Salesforce Data Cloud to connect systems, centralize data, and give your team a complete picture of client portfolios. Make smarter investment decisions faster.
Operational excellence at scale
Automate workflows and optimize processes with tools like CRM-powered task management and integration-ready solutions.
Customer-first portfolios
Build ESG-focused portfolios that align with client goals while meeting compliance and market demands.
ACCELERATORS
Pre-built wealth solutions
The tech you know from wealth experts you trust
