Connect Custodial Data

Unify client custodial account data with your Financial Services client records for a complete view of client wealth without using the BridgeFT connector.

To give your wealth advisors a unified view of a client's custodial data in Agentforce Financial Services, you must connect your client's custodial and portfolio performance data with Data 360. Ingest client data into Data 360 to populate the DMOs that power the flows that display financial performance data to your wealth advisors.

If you're not using the BridgeFT connector, review the supported data ingestion methods that allow you to connect the data to Agentforce Financial Services.

• CRM connector enables the automatic syncing of customer data, between your Salesforce environment and third-party applications or external databases. See: Connect and Sync Your Data to CRM Analytics.

• Salesforce Ingestion APIs allow you to push data from an external system into Data 360 with Ingestion API. The Ingestion API Connector lets you connect with Ingestion API. See Ingestion API.

• Use a middleware integration layer, such as MuleSoft, to transform and route custodial data from your source systems to Data 360 via the Salesforce Ingestion API. The Ingestion API supports both streaming and bulk data loads, allowing you to keep the Account Under Management and Account Performance DMOs current as data changes.

• Connect directly to a third-party financial data provider to ingest market and portfolio performance data into Data 360.