SFDC – Financial Services – Advisory Factory Application Development – Success Story

Client Overview

The client is a part of India’s modern breed of true unbiased client focused Financial Planning Firms. The client has a vision to empower its clients through quality unbiased financial advice, latest technology that helps clients with their personal financial management and assisting them in realizing all their dreams and converting them into realistic achievable goals.

Business Challenge

  • The financial advisory and wealth management industry has been hampered by complex, inefficient and expensive technology. Relationship managers, financial advisors, wealth managers and their operations and support staff must generally deal with a confusing collection of front-office, middle-office and back-office applications, built using different technologies and with diverse user interfaces, resulting in significant duplication of data, high error rates and processing complexities.

  • Client decided to develop a cloud-based Advisor Factory application for Financial Planning. The application needed to be innovative, scalable to accommodate growth and flexible to evolve business. The objectives of the project were as follows:

    • Configuration of the secured access to the application

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