Solving the RIA M&A Technology Puzzle

WEBINAR RECORDING:

How Multi-Custodial Integration Drives Better Client Outcomes in FSC

ShellBlack and BridgeFT dive into the powerful capabilities of our Multi-Custodial Data Aggregator:

Household-level view of all client investments
Automatic synchronization of financial accounts, tax lots and more
Multi-tiered matching logic for accurate data integration
Preconfigured reports and dashboards

ShellBlack is a trusted Salesforce consulting firm specializing in the Financial Services sector.
BridgeFT is an innovative cloud-native WealthTech-as-a-Service platform company.