WealthCare
Portfolio Data and Reporting Integration with WealthCare’s Salesforce CRM Enhances Workflows and Efficiencies
Overview
Integration project on WealthCare’s Salesforce CRM platform with one of its portfolio data management and reporting solutions called “PortfolioCenter” (developed by Charles Schwab).
Services We Provided
- Supporting both Salesforce platforms which Wealthcare Capital is currently using with various activities like custom developments, setup single sign-on, integrations, analytics support, etc.
- Integrates WealthCare’s legacy application called “Financeware” with Salesforce which will allow advisors to sync data between both systems
- Setting up single sign-on between Salesforce and Financeware