ShellBlack

Exciting news! We’ve teamed up with BridgeFT to launch our latest accelerator: the Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud. Join ShellBlack and BridgeFT for an exclusive webinar where we’ll dive into its powerful capabilities and conduct a live demo. Don’t miss this chance to see it in action — register now! The webinar on Wednesday, March 26th, at 1:00 PM CT will cover:? ? 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 https://lnkd.in/gsXZm8zw #Salesforce #SalesforcePartner #Accelerators #WealthTech #FinTech #WealthManagement #RIAs #BridgeFT #MultiCustodial

?? New Partnership Alert ?? BridgeFT is very excited to unveil our latest partnership with ShellBlack, resulting in the Multi-Custodial Data Aggregator Accelerator for Salesforce Financial Services Cloud. ?? This solution packs a powerful punch when it comes to centralizing total wealth data within your Salesforce instance. Key features include: ? Automated synchronization of financial accounts, positions, balances, transactions, tax lots and more ? Household-level investment visibility ? Multi-tiered matching logic for accurate data integration ? Pre-configured reports and dashboards for enhanced business insights Read the full press release for more details: https://lnkd.in/grazbe9q #wealthmanagement #fintechs #salesforce #data #partnership

Announcing our new Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud, powered by BridgeFT. Transform your practice with:? ? 900+ direct data feeds from major custodians and providers? ? Automatic synchronization of financial accounts, tax lots and more ? Household-level view of all client investments ? Preconfigured reports and dashboards Stop juggling multiple systems. Start delivering more personalized client experiences with unified, accurate data from industry leaders including Charles Schwab, Fidelity Institutional, Pershing, and Interactive Brokers. Ready to see it in action? Contact us for a demo! https://lnkd.in/gmyx_zZb #Salesforce #SalesforcePartner #Accelerators #WealthTech #FinTech #WealthManagement #RIAs #BridgeFT #MultiCustodial

Our FSC Implementation Accelerator empowers wealth management firms with 1–10 advisors to unlock Salesforce’s full potential — fast. Developed with insights from 400+ wealth engagements, this cost-effective solution delivers user-friendly layouts tailored to best practices, advisor-centric dashboards and starter reports, streamlined lead qualification and conversion flows, and custom automations for relationship management. https://lnkd.in/gRbVsAiu #Salesforce #SalesforcePartner #Accelerators #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

Recognized as a top CRM leader on the Kitces Financial Advisor Technology Map, ShellBlack’s reputation as a trusted Salesforce implementation partner continues to grow. Since 2010, we have helped hundreds of wealth firms maximize their Salesforce investment, and we’ve leveraged that expertise to develop cost-effective Accelerators that solve common industry challenges. Contact us to learn more! https://lnkd.in/gkJaiMgY #Salesforce #SalesforcePartner #Accelerators #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

Is your CRM a tool for growth or a roadblock? Despite their potential, many CRMs underperform due to usability gaps, which impacts both efficiency and advisor satisfaction. At ShellBlack, we specialize in customizing Salesforce for wealth firms — ensuring it aligns with your unique goals. Our clients include 40% of Barron’s top 20 RIAs, who trust ShellBlack to help unlock features like wallet share tracking and business development tools to drive growth. https://lnkd.in/g9b_X7eX #Salesforce #SalesforcePartner #Accelerators #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

The success of your M&A rollout hinges on the hard and smart work of countless players. So why not free up your core team to focus on what they do best? ShellBlack works seamlessly as an extension of your M&A transition team to take data migration, change management, and CRM onboarding off your punch list. https://lnkd.in/geskuhcy #Salesforce #SalesforcePartner #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

Invest in your team with a tailored Salesforce experience to support the unique demands of RIAs. Let ShellBlack empower your team to work smarter and deliver exceptional client service using a CRM solution that grows with your business. Explore the possibilities today! https://lnkd.in/gav44PcR #Salesforce #SalesforcePartners #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech

ShellBlack specializes in helping RIA firms unlock the full potential of Salesforce to drive efficiency, streamline workflows, and enhance client relationships. Whether you’re looking to improve CRM adoption across your team, tailor Salesforce to the unique needs of wealth management, or simply uncover smarter ways to manage data, ShellBlack has the expertise to make it happen. https://lnkd.in/gZRkHtiU #WealthManagement #FinTech #WealthTech #Salesforce #SalesforcePartner #CRM #MergersandAcquisitions #MandA

Salesforce offers powerful capabilities, but without the right customization and guidance, it can be challenging to harness its full potential. ShellBlack’s consultants understand the financial services landscape and work directly with RIA advisors to design Salesforce solutions that align with business goals and client expectations. From seamless data integration and automation to enhanced reporting and analytics, ShellBlack customizes each CRM to fuel productivity and compliance. https://lnkd.in/giCUuTeU #Salesforce #SalesforcePartner #WealthManagement #FinancialServices #RIAs #DataMigrations #MergersandAcquisitions #FinTech #FinServ #WealthTech