Accelerate your success with Salesforce FSC for Wealth & Asset Management firms
The wealth and asset management (WAM) industry is undergoing significant transformation, driven by increasing client expectations, regulatory demands and technology challenges. To stay competitive, firms must streamline their operations, enhance the client experience and make data-driven decisions—all while integrating new tools and maintaining compliance.
SolomonEdwards specializes in Salesforce Financial Services Cloud (FSC) implementations through our Wealth & Asset Management (WAM) Accelerator, a customized Salesforce solution tailored to the unique needs and requirements of the wealth and asset management industry.
As a trusted Salesforce partner, we deliver a fixed-fee, time-bound FSC design and implementation, ensuring a seamless transition that prioritizes scalability, compliance and efficiency.
Our proprietary Accelerator solution and implementation approach helps small and midsize firms:
Our Salesforce Financial Services Cloud (FSC) implementations are tailored for wealth and asset management (WAM) firms—including Registered Investment Advisors (RIAs), broker-dealers, and insurance providers preparing for new AML/BSA compliance requirements effective January 1, 2026.
With more than a decade of experience in financial services technology and regulatory operations, we’ve developed repeatable, compliance-forward Salesforce solutions that help wealth management firms scale securely, automate advisor workflows, and meet rising regulatory expectations.
Seamless, secure connections with Envestnet, Tamarac, Orion and eMoney provide advisors with real-time insights into client portfolios.
Automated workflows streamline KYC processes, RMD tracking, AML compliance and audit preparation.
Enhanced tools for relationship management, householding and engagement tracking help advisors deliver a more personalized and consistent client experience.
Out-of-the-box support for Outlook and Gmail ensures seamless advisor communications.
We focus on data integrity to provide a solid foundation for your implementation.
Role-based training, expert project management and one week of post-launch support to ensure your team is ready and confident.
Our platform services extend beyond go-live to support ongoing regulatory adaptation and system optimization, including:
Additional AML/KYC solutions, document generation, eSign, Power BI, client portals, chat,and telephony
Automated alerts, personalized outreach and portfolio risk monitoring through Agentforce
Ongoing optimization and enhancements post-implementation
Our WAM experts combine Salesforce, regulatory and financial services expertise to deliver fast, compliant FSC implementations.
Our work with clients in the wealth management industry illustrates the value of our tailored implementation approach in helping firms streamline their operations, enhance compliance and deliver better client experiences.
Starting January 1, 2028, Registered Investment Advisors (RIAs) must comply with the Bank Secrecy Act (BSA) and Anti-Money Laundering (AML) regulations.
