Attune WealthData, Powered by BridgeFT
Financial Services Integration
By Attune SolutionsAnalytics
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $30 per user per month
- Listed since
- 2024
About Attune WealthData, Powered by BridgeFT
Multi-custodian integration for RIA wealth firms
Multi-custodian integration plus DST sources for RIA firms, built on Financial Services Cloud
Highlights
- Financial Accounts, Financial Holdings and Securities seamlessly integrated from multi-custodians into your Financial Services Cloud CRM
Screenshots
Image 1 of 2
Pricing
Paid, from $30 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $30 per user | Monthly |
Compatibility
- Works with
- Sales Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on January 2, 2024
- Industries
- Financial Services
- Languages
- English
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