Curated News
By: NewsRamp Editorial Staff
March 10, 2025
BridgeFT and ShellBlack Partner to Provide Innovative Data Aggregator for Salesforce Financial Services Cloud
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- BridgeFT and ShellBlack's Multi-Custodial Data Aggregator Accelerator provides a unique edge by offering tax lot synchronization and data integration from 900+ financial institutions.
- The solution automates financial data synchronization and provides multi-tiered matching logic for accurate integration, enhancing client service and investment decisions.
- This innovative partnership improves wealth management by streamlining operations, offering comprehensive client investment views, and simplifying the reconciliation process for better client experiences.
- BridgeFT and ShellBlack's live demo of the Multi-Custodial Data Aggregator Accelerator promises to revolutionize wealth management technology with seamless data integration capabilities.
Impact - Why it Matters
This news matters as it introduces a groundbreaking solution to streamline operations and enhance client service in wealth management. The partnership between BridgeFT and ShellBlack signifies a significant advancement in technology for financial institutions, offering a comprehensive view of client investments and enabling informed decision-making.
Summary
BridgeFT and ShellBlack have partnered to launch a Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud, addressing data integration challenges in wealth management. The solution offers seamless integration with over 900 direct feeds from major financial institutions, providing household-level investment visibility and pre-configured reports for enhanced business insights.
Source Statement
This curated news summary relied on this press release disributed by News Direct. Read the source press release here, BridgeFT and ShellBlack Partner to Provide Innovative Data Aggregator for Salesforce Financial Services Cloud
