Managing thousands of customers while maintaining personalized service—this is the challenge keeping business leaders awake at night. Unlike purely transactional businesses, customer-centric organizations build long-term relationships that drive repeat business, referrals, and sustainable growth.
If you've ever found yourself toggling between five different browser tabs just to prep for a single client meeting, you're not alone. Financial advisors today face an uncomfortable reality: the tools that run their business often don't talk to each other. Your CRM holds the relationship details. Your portfolio management system has the numbers. And somewhere in between, you're playing human middleware—copying data, double-checking for errors, and wondering if there's a better way.
There is. And it starts with understanding how Advyzon and Salesforce Financial Services Cloud (FSC) work together.
As advisory practices scale, they inevitably hit a fork in the road. Do you go all-in on a single platform that does everything (but maybe not everything great)? Or do you assemble a best-of-breed tech stack with specialized tools—knowing you'll spend time stitching them together?
For years, this was an either/or decision. But the integration between Advyzon and Salesforce FSC offers a compelling "yes, and" alternative. It's designed for firms that want the best of both worlds: Salesforce's unmatched CRM capabilities and Advyzon's powerful portfolio management engine—working together seamlessly.
Let's break down what each platform brings to the table before diving into how they connect.
Advyzon has earned a loyal following among RIAs for good reason. It's built as a unified, cloud-based platform that handles the heavy lifting of running an advisory practice—all from a single interface.
Portfolio Management and Reporting: At its core, Advyzon delivers robust performance tracking, investment model management, and highly customizable client reporting. You can build custom investment strategies, monitor portfolio drift, and generate beautiful reports—on demand or scheduled automatically.
Billing That Actually Works: If you've ever dreaded billing cycles, Advyzon's automation is a breath of fresh air. Whether you're billing a percentage of AUM, flat fees, or complex split arrangements, the system handles it. It generates invoices, creates custodian-ready fee files, and can reduce your billing process from days to under an hour.
Rebalancing with Smarts: The Quantum rebalancer supports both account- and household-level rebalancing. It alerts you to cash events, RMDs, and drift—and handles advanced strategies like tax-loss harvesting without breaking a sweat.
A Client Portal That Impresses: Give your clients 24/7 access to their performance, statements, and documents through a secure, brandable portal. It's the kind of experience that builds trust and reduces "just checking in" calls.
For small to mid-sized RIAs especially, Advyzon is often the backbone of their operations—and it consistently ranks at the top in industry satisfaction surveys.
Salesforce needs little introduction. But Financial Services Cloud isn't just the standard Salesforce with a finance label slapped on it. It's purpose-built for wealth management, with data models and tools designed around how advisors actually work.
The 360-Degree Client View: FSC consolidates everything you know about a client—accounts, goals, life events, communications—into a single, unified profile. No more hunting through emails or spreadsheets to remember that your client's daughter is graduating next spring (and might need help with education funding conversations).
Relationship Intelligence: Financial relationships are complicated. Trusts, business entities, multi-generational households—FSC's Actionable Relationship Center lets you map and navigate these connections visually. You can quickly see who's connected to whom and identify opportunities you might otherwise miss.
Goal Tracking That Matters: FSC lets you associate financial goals with individuals or households and track progress over time. Retirement in five years? A second home? It's all visible and actionable.
Built-In Compliance: Features like Know Your Customer (KYC) data models, consent management, and compliant data sharing rules help you embed regulatory requirements directly into your workflows—not as an afterthought.
Automation and AI: From Action Plans that standardize processes like client onboarding, to AI-powered tools that summarize client data and draft communications, FSC is built to make advisors more efficient.
In short, Salesforce FSC excels at managing the relationship. It's the central nervous system for client engagement, ensuring every interaction is informed and personalized.
Here's where Advyzon and Salesforce FSC truly shine together. Available on the Salesforce AppExchange, this integration creates a bridge between relationship management and portfolio management—without the usual friction.
The foundation of the integration is a two-way sync for clients, accounts, and contacts. When you add a new client or update contact information in Salesforce, it flows automatically to Advyzon. And vice versa. No more double data entry. No more "which system has the right address?" moments.
This sync keeps your data consistent across both platforms, which is critical for everything from accurate reporting to compliant billing.
But here's the real game-changer: advisors can view Advyzon's portfolio management data directly within Salesforce. Through a Lightning Web Component embedded on the client record page, you get real-time access to portfolio performance, holdings, asset allocation, and more—without ever leaving your CRM.
It's not just convenient. It transforms how you work. Instead of switching applications to answer a client's question or prep for a meeting, everything you need is right there.
So what does this look like in practice?
Start your day in Salesforce. End your day in Salesforce. The integration brings Advyzon's critical financial data into your CRM, creating one comprehensive view that blends relationship insights with hard portfolio numbers.
The bi-directional sync eliminates error-prone, time-consuming double entry. Your team can stop being data-entry clerks and start focusing on what matters: serving clients.
Imagine opening a client record before a call. You see their relationship map, recent life events, and open tasks in FSC. Right below that, an embedded dashboard shows their household AUM, recent performance, and current allocation from Advyzon. You can drill into specific accounts without switching tabs. That's the kind of preparation that turns a routine check-in into a meaningful conversation.
Build Salesforce workflows that respond to Advyzon data. A large cash deposit flagged in Advyzon? Automatically create a task in Salesforce for the advisor to call the client about investment options. Portfolio drift alert? Trigger a review process. The possibilities are powerful.
The Advyzon-FSC integration works because each platform does what it does best—and respects the other's strengths.
Salesforce manages the relationship. It knows your client, their family, their goals, their history, and every touchpoint they've had with your firm.
Advyzon manages the portfolio. It knows the numbers—performance, holdings, drift, fees, and everything that drives your investment management process.
The integration ensures the relationship is always informed by the portfolio, and the portfolio is always managed in context of the relationship. That's the "hand-in-glove" fit that modern advisory practices need.
For firms that have outgrown a single all-in-one solution—or those building a best-of-breed stack from the start—this combination offers the flexibility, power, and seamlessness that drives real results.
If you're running a wealth management practice and want to unlock the full potential of Advyzon and Salesforce Financial Services Cloud working together, we'd love to help you explore what's possible.
Whether you're starting fresh, migrating from another system, or looking to optimize an existing setup, the right implementation partner makes all the difference.
Get started with Vantage Point →
Let's build something that works as hard as you do.
Vantage Point specializes in helping financial institutions design and implement client experience transformation programs using Salesforce Financial Services Cloud. Our team combines deep Salesforce expertise with financial services industry knowledge to deliver measurable improvements in client satisfaction, operational efficiency, and business results.
David Cockrum founded Vantage Point after serving as Chief Operating Officer in the financial services industry. His unique blend of operational leadership and technology expertise has enabled Vantage Point's distinctive business-process-first implementation methodology, delivering successful transformations for 150+ financial services firms across 400+ engagements with a 4.71/5.0 client satisfaction rating and 95%+ client retention rate.