Multi-Custodian wealth data, seamlessly integrated to
your Salesforce CRM
powered by
Financial Account details, positions and securities
SUPERCHARGE YOUR CRM
Your Custodians,
Your Clients,
Your CRM,
together at last
Attune's pre-built multi-custodian integrations are purpose-built for Registered Investment Advisors using Salesforce FSC. Install our AppExchange app and get your clients' Financial Accounts and Holdings pulled into Salesforce in just minutes. Really.
The Solution
Revolutionize Wealth Management with Attune's multi-custodian data integration for Salesforce Financial Services Cloud
The Data
Attune seamlessly integrates data from major custodians like Schwab, Fidelity and Pershing, plus DST sources into your CRM. Account info, balances and positions keep you informed, efficient and engaged on one platform.
Our Value
Enrich Salesforce FSC with the most important component of Wealth Management - the custodian data. Eliminate the swivel chair of moving between apps to service your clients.
