CRM consulting for RIAs and wealth managers

Financial Services Cloud is Salesforce's product for financial services, with ready-made data models for households, financial accounts and goals. It adds wealth-specific features such as client financial profiles, relationship mapping across households and financial deal tracking, which would take extensive customization in standard Salesforce. See our Financial Services Cloud consulting page.

It depends on how complex your households are, how many custodians and integrations you have, who will administer the system and what your compliance team has to report. Financial Services Cloud fits firms with complex households, several custodians or heavy supervision needs. HubSpot fits growing RIAs that put marketing, referral tracking and a fast rollout first. We implement both, so our advice follows your requirements, and the free 30-minute CRM assessment gives it to you in writing as three recommendations. Our Salesforce vs. HubSpot guide covers 2026 list prices and a five-question decision framework.

The integrations that matter most are custodial data, portfolio management, financial planning and e-signature. We have delivered integrations with Orion, Black Diamond (through Salentica Data Broker), Tamarac, Addepar, Pershing, Fidelity Wealthscape, MoneyGuidePro, eMoney, Nitrogen (formerly Riskalyze), DocuSign and Egnyte. Other custodians, such as Schwab, connect through standard data feeds or middleware. See the integration directory.

Migrations are gated: you sign off the field-level mapping before we build, we run trial loads in a sandbox with a reconciliation report, and you approve the cutover runbook, including the rollback plan, before anything touches production. We've migrated firms from Redtail, Junxure, Salentica Elements, Ebix SmartOffice and custom databases, and we're migrating a Wealthbox firm now. Moving your marketing from Pardot to HubSpot is a fixed-price package at $9,500, with opt-outs carried over and your team trained by role. See our migration guides.

Yes. We have connected Orion, Black Diamond, Tamarac, Addepar, Pershing and Fidelity Wealthscape for wealth management clients. We configure account structures and data flows so holdings from several custodians roll up to the household, while data stays segregated by account and reconciles back to each source.

Access, data visibility and audit trails are designed in from the start: permission sets and sharing rules mapped to roles, field-level security for sensitive data, field history and audit reporting for examiners, workflows for ADV disclosures and best interest documentation, and tracking of client communications. We configure the controls and your compliance team approves them. We work to the frameworks that apply to you, such as FINRA, SEC, GLBA, SOC 2 and state privacy laws, and we design supervision of AI-drafted messages before go-live. See CRM compliance and security and the Complete CRM Compliance Guide.

Financial Services Cloud Foundation starts at $22,000 (4 to 6 weeks) and Growth at $48,000 (8 to 12 weeks). Enterprise programs run 12 to 24 weeks and are quoted. HubSpot Foundation packages are $7,500 (3 to 4 weeks) and Growth packages run $14,500 to $16,500 (6 to 8 weeks). Cost rises with the number of custodians, integrations, data sources and users, so multi-custodian and multi-acquisition programs are quoted after discovery. Salesforce and HubSpot licenses are billed by the vendors, not by us.

Thirty days of hypercare come with every package: defects in delivered scope are fixed at no charge. After that you can buy a block of hours, a retainer or managed services, all with published prices. Managed services include business-hours monitoring, monthly health checks, release readiness and an account lead, with a 2-business-hour response target on critical issues. Retainer and managed services hours reset each month and do not roll over. See managed services.

A large firm makes sense for global, multi-year programs that need a big bench across many countries. A boutique fits when you want senior people doing the work: with us, the consultants you meet are the ones who deliver, prices are published and the focus is regulated industries. The trade-off is a smaller bench, so ask any partner, us included, who will be on your project and what happens if someone is out.