Attune Solutions announced its launch of Attune WealthData, powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, an enterprise marketplace for partner apps and experts, empowering customers with a pre-built accelerator that automatically connects multi-custodial data aggregation as part of Salesforce’s Financial Services Cloud (FSC) ecosystem of partners.
The Attune WealthData App comes pre-integrated “with BridgeFT’s WealthTech API, a WealthTech-as-a-Service platform offering a single, open API to access data from multiple custodians, advanced analytics and mission-critical application services.”
Attune WealthData provides users of Salesforce FSC “with one source to allow users to integrate analytics-ready client and investment account data from direct custodian and back-office data sources.”
Users can also include held-away assets “such as insurance and annuities, data streams that are often more difficult to access.”
This new app offers cohesive views of customers and their complete wealth picture “to drive personalized experiences with standardized data that can be easily accessed in Salesforce.”
BridgeFT Chief Executive Officer Joe Stensland said:
“This partnership with Salesforce and Attune is dramatically changing how registered investment advisors, wealth managers and enterprise wealth management firms access essential client investment account data, analytics and applications needed to drive the growth of their businesses. We are thrilled to be utilizing Salesforce’s leading CRM platform and to be selected as a modern data and application infrastructure for this solution, and we look forward to enabling continued innovations across the wealth management value chain.”
Alice Steinglass, Executive Vice President and General Manager, Platform, Salesforce:
“Attune WealthData is a welcome addition to AppExchange, as it accelerates business transformation for customers by allowing RIAs and wealth managers to proactively build and manage their most precious asset—long-term, profitable client relationships. AppExchange is constantly evolving to connect customers with the right apps and experts for their business needs.”
BridgeFT and Attune expect to roll out additional enhancements “to the app early this year, which will include fully integrated household and account-level performance calculations and practice management analytics across all custodians, as well as embedded Client Reporting and Fee Billing applications directly into a customer’s FSC experience.”
As noted in the update, Salesforce AppExchange, “an enterprise marketplace for partner apps and experts, empowers companies, developers and entrepreneurs to build, market and grow in entirely new ways. Since its launch in 2006, the platform has grown to include more than 8,000 apps and experts, with over 12 million customer installs.”
AppExchange connects customers of all sizes and “across industries to ready-to-install or customizable apps and Salesforce-certified consultants to solve any business challenge.”