⏺ The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management data from BridgeFT into Agentforce Financial Services, giving wealth advisors a unified view of client wealth. Admins configure the connection through the Connector Library by validating API credentials, setting up Data 360, and scheduling daily data syncs.
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions |
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