Salesforce application development for investment company
Project Description
Our team developed a Salesforce Application for US based investment company. The App is designed for financial advisors, analysts and investors to manage customer data, create and maintain proposals, design clien’s portfolios and use different integrated 3rd party wealth-management/investment planning tools.
Goals and Tasks:
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Houshold data management ang risk assesment
Develop a system that efficiently organizes and maintains household-level financial data, incorporating robust risk assessment tools. -
Deal management and portfolio management
Implement a comprehensive solution for deal tracking, monitoring, and managing investment portfolios. -
Integration with in-house wealth-management/investment planning tools for financial advisors
Ensure seamless integration with proprietary wealth management and investment planning tools. -
Proposal documents generation
Create a feature for generating detailed, personalized financial proposal documents. -
Electronic document signature
Incorporate an e-signature capability for efficient document signing and approval processes. -
Establish employee Help Center
Set up a centralized Help Center for both employees and customers. -
User Access Management
Develop a user access control system that allows for granular management of different levels of access. -
Create Salaeforce managed package with this App
Build a Salesforce Managed Package that incorporates all the above functionalities.
Project Scope:
The team performed consulting and development services including
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Data Model set up in Salesforce CRM to support household data management and all KYC requirements including customer identification , due diligence, financial information check, risk management;
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REST API integration with Customer in-house wealth-management/investment planning tools for product catalog management, portfolio management, financial analytivs;
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Proposal documents templates configuration and document generation as a part of the deal lifecycle;
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Electronic document signature via DocuSign;
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Salesforce Cases and Salesforce Knowledge for Employee and Customer Support;
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Package the App into the Salesforce managed package and provide it to other investment companies.
Results
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Customer received a Salesforce App that provides Financial advisors with a tool to manage client’s data and portfolio, generate proposal, close deals and provide customer service. Our Customer uses it for its own business needs as well as provides to another investments companies on the market as a Salesforce Managed package
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App users can view and manage all of their current and prospect households from this App, add household members, launch suitability questionnaires, create and review proposals, generate and track paperwork, and see cases related to the client’s accounts.
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Instruments for configuration of interactive catalog of all investment products offered on the platform. It provides users with an in-depth look at products, including detailed research materials and powerful analytics.
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Powerful asset allocation modeling tool, designed for the Unified Managed Accounts (UMA) framework. This tool provides portfolio managers with the ability to manage assets. It gives the adviser and client flexibility in choosing their products, while allowing the portfolio manager to control the overall allocation and the investments that are offered as options.
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Document management functionality that allows the adviser to create and send new client paperwork including custodial, adviser, and other forms. Guided form selection and completion wizard which makes filling out and submitting forms incredibly simple. Electronic signature via Docusign provides clients with a cohesive and interactive experience and allows advisers track the status of paperwork they have sent for signature.
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Help Center where the advisor can see all service requests including account allocations, cash requests, and all other inquiries, keep up to date on the status of all items related to their clients
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Functionality where compliance and management teams can control settings and manage their adviser’s requests, control which products are visible to their advisers and manage the suitability questionnaire and scoring methodology.
