Unify custodial account data from BridgeFT with your Financial Services client records for a complete view of client wealth. The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management data into Agentforce Financial Services through the Connector Library.
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition |
Admins connect to BridgeFT by validating API credentials, configuring Data 360, deploying data bundles, and registering advisor codes for accurate data attribution. When active, the connector schedules daily data syncs and shows real-time status so admins can monitor data freshness and trigger refreshes as needed. With client data flowing into Salesforce, wealth advisors gain a unified view of their book of business through Client Details page, alerts, and AI-driven chat.
Learn how to set up and use Connector Library.
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