FinRiver Integration with Salesforce

Portfolio Management & Reporting Software
Written By David Cockrum

FinRiver by FinMason

  • Integrating FinRiver with Salesforce offers a powerful analytics platform to produce informative charts, perform firm-wide compliance screens, analyze risk, construct portfolios, produce client reports, create custom fund-information sheets, and more.

  • Portfolio Management & Reporting Software

  • Asset Management

  • Wealth Management

Looking to integrate FinRiver with Salesforce? Let’s talk!

David Cockrum
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