ShellBlack Multi-Custodial Data Aggregator Accelerator for Wealth Managers
By ShellBlack
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- Not rated yet
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- Pricing
- Paid
- From $5,000 per company per year
- Listed since
- 2025
About ShellBlack Multi-Custodial Data Aggregator Accelerator for Wealth Managers
Accurately sync data from 900+ direct custodial & provider feeds
Developed by the Salesforce wealth management experts at ShellBlack and powered by data from BridgeFT, our Multi-Custodial Data Aggregator Accelerator offers access to more than 900+ direct feeds from custodians, back office providers, broker-dealers, correspondent clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) record keepers and more. Once installed, fully aggregated client and investment account data flows automatically into Salesforce Financial Services Cloud to give advisors a comprehensive view of client accounts, holdings, and more.
Highlights
- Personalized experiences — unifies and normalizes key data elements for a holistic view.
- Accurate data matching — multi-tiered matching logic ensures that data is correctly matched and linked.
- Easy access to insights — pre-configured reports and dashboards support data-driven decision-making.
- 900+ Data Providers: > Schwab Advisor Services (Charles Schwab) > Fidelity Institutional > Pershing Advisor Solutions & PershingLLC > Apex Clearing Corporation > DST Financial Advisor Network > Interactive Brokers > National Financial Services LLC (NFS)
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Pricing
Paid, from $5,000 per company per year.
| Plan | Price | Billed |
|---|---|---|
| 1 to 200 Users | $5,000 per company | Yearly |
| 201+ Users | $7,500 per company | Yearly |
Subscription is billed annually One-time installation and setup fee
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on December 9, 2024
- Industries
- Financial Services
- Languages
- English