Discover Orbit Managed Services for Wealth Management: A Comprehensive Overview
Introduction: Beyond Traditional Support
In today’s complex financial services landscape, a Salesforce implementation is not a one-time event but the beginning of an ongoing journey. As wealth management firms grow, their Salesforce environments accumulate layers of customization, integrations, and data, making expert management essential. Standard support models, which often react to problems after they arise, are no longer sufficient.
Navirum Orbit is a personalized consulting and support service designed to address this challenge. It acts as a dedicated Salesforce concierge, providing personalized, on-demand assistance to keep a firm’s system optimized, compliant, and aligned with its strategic goals. Orbit is more than a managed service; it is a continuous partnership that preserves institutional knowledge, accelerates project delivery, and ensures firms extract maximum long-term value from their Salesforce investment.
This service is engineered for a range of wealth management scenarios:
- Firms implementing Salesforce for the first time.
- Existing Salesforce customers requiring ongoing, specialized help.
- Clients who have just completed a project and need expert support post-go-live.
Core Scenarios: How Wealth Management Firms Use Orbit
Orbit is built on a flexible framework that adapts to the diverse and dynamic needs of wealth management firms, from short-term augmentation to long-term strategic partnership.
Long-Term Strategic Partnership & Continuity
The most significant value of Orbit is realized over time. Many Orbit clients have been with Navirum for over five years, leveraging the service as a constant in an environment of change. Orbit builds and preserves Institutional Memory, capturing years of project history, design rationales, and integration decisions. In an industry where staff turnover is common, Orbit becomes the stable memory layer, ensuring that knowledge isn’t lost when employees or account executives change. This long-term relationship, built on deep commercial, technical, and cultural understanding, allows Orbit to function as a true strategic partner, proactively aligning the Salesforce platform with the firm’s evolving strategy.
Team Augmentation
For firms with internal Salesforce teams, Orbit provides critical team augmentation. Clients can tap into a multidisciplinary team of experts to supplement their own staff, providing niche expertise that may not exist in-house. This is invaluable for:
- Increasing project velocity by adding skilled consultants to existing workstreams.
- Leading complex implementations that require specialized knowledge.
- Handling peak periods such as compliance cycles, new product launches, integrations, or quarter-end pushes.
Flexible Short-Term & High-Availability Support
Wealth management operations are often seasonal. Orbit’s flexible commercial model is designed to mirror this reality, scaling support up or down as needed. This model provides better cash flow management without long-term lock-ins.
Furthermore, Orbit is designed for enterprise operational realities, offering high-availability support across multiple time zones. The team can staff work during:
- Evenings and early mornings.
- Weekends and public holidays.
- North American downtime periods like Christmas, New Year’s, and August vacations.
This ensures that mission-critical projects remain on track even when internal teams are unavailable.
Full-Lifecycle Support: From Day One
Unlike models that begin after a project is live, Orbit is embedded from the start of every engagement.
- Orbit Project Assist: During an implementation, Orbit acts as the system of record, centralizing client information, design decisions, meeting notes, and the history of every change.
- Orbit Post Go-Live: After a project launches, the same engine transitions seamlessly to provide ongoing support, ensuring a smooth handover and continuous optimization.
The Orbit Differentiators: 8 Value Levers for Success
The Orbit model is built on eight core principles that deliver value beyond what typical support models can offer.
| Value Lever | Description | Key Benefits |
| Institutional Memory | Captures and preserves project history, design rationales, integrations, and decisions, acting as a stable memory layer amidst staff turnover. | Faster enhancements, fewer errors, lower onboarding costs, consistent governance. |
| Lower Cost of Ownership | Eliminates redundant re-discovery and re-analysis costs by leveraging deep, existing knowledge of the org, systems, and business context. | More output per dollar, predictable budgeting, less dependency on expensive consultants. |
| Communication Efficiency | Centralizes files, meeting notes, decisions, and media in one communication hub, eliminating the velocity-killing nature of email. | Faster decisions, clear accountability, reduced misalignment, shorter delivery timelines. |
| Release Readiness | Proactively monitors Salesforce’s three major annual releases and continuous Agentforce rollouts to protect the org and leverage new features. | Stronger platform stability, better license utilization, reduced risk from breaking changes. |
| Governance & Compliance | Continuously validates and maintains data pathways with FSC, PMS, accounting, and compliance systems under strict financial services requirements. | Stronger audit posture, cleaner data, reduced regulator risk, higher business trust. |
| AI & Agentforce Enablement | Maintains a clean, well-structured Salesforce environment, which is the foundational requirement for adopting AI and Agentforce effectively. | Readiness for AI-driven efficiency, cleaner automations, faster adoption of innovations. |
| Flexible Commercial Model | Adjusts with business seasonality, allowing firms to scale support up or down predictably to match demand without long-term lock-ins. | Better cash flow management, predictable budgeting, operational agility. |
| Relationship Capital | Creates a long-term partnership based on a deep understanding of the firm’s leadership, workflows, compliance needs, and operating rhythm. | Zero time wasted on re-explanation, partnership-level trust, faster problem-solving. |
The Orbit Portal: A Single Source of Truth
The Orbit Portal is the central nervous system of the service, designed to eliminate ambiguity and streamline communication.
Key Features:
- Centralized Hub: A single source of truth for all project communication, including text, video, images, files, and embedded media. All information is timestamped, organized, and searchable.
- Simple & Intuitive Interface: Users can easily submit requests, track the real-time status of their tickets, and view an overview of key features and navigation options.
- Instant Context & Velocity: When a ticket is raised, it flows directly into Navirum’s internal Slack and Salesforce channels. This provides the project team with immediate visibility and context, eliminating queues and delays. Work starts immediately without the need for re-explanation.
Future Enhancements to the Portal will include:
- 1:1 Expert Support sessions.
- Access to robust training resources.
- A personalized Salesforce roadmap tailored to individual goals.
- Enhanced service and support request capabilities.
Orbit in Action: Customer Scenarios & Success Stories
Use Case Scenarios
- Growing Mortgage Franchise (100 Experience Cloud Users)
- Profile: A fast-growing business with a heavily customized org that requires frequent Salesforce training for its users.
- Orbit Solution: An ongoing program providing 4 hours per month dedicated to continuous user training, ensuring high adoption and proficiency across the franchise.
- Mid-Market Financial Services Firm (50 Financial Services Cloud Users)
- Profile: A firm with a multi-year roadmap requiring significant implementation work, change management, and org-specific training.
- Orbit Solution: A comprehensive 30-hour-per-month program covering a detailed roadmap of projects (Client Onboarding, KYC, Pitchbook integration), change management for new releases, user training, contextual support, and documentation.
Client Success Stories
Main Management LLC – Wealth & Asset Management
- Challenges: Main Management struggled with inefficient marketing operations, leads falling through the cracks, difficulty segmenting data in their previous CRM (SalesNexus), and a lack of Outlook integration.
- Solutions Provided: Navirum implemented a bespoke Sales Cloud solution for 10 users, set up Pardot for scalable marketing, integrated Salesforce and Pardot, and provided post-project support.
- Results: The firm achieved a successful and smooth transition from SalesNexus, enabled scalable marketing campaigns via Pardot, and saw stronger user adoption and productivity.
PACE Equity – Commercial Lending
- Challenges: The company was unable to connect with clients at scale, had inefficient marketing operations, and lacked CRM and Outlook integration, which led to a “pipeline evaporating.”
- Solutions Provided: Navirum implemented a bespoke Sales Cloud solution, integrated it with Outlook, conducted team training, and offered post-project support to ensure a strong start.
- Results: PACE Equity successfully implemented Sales Cloud for 30 people in just 8 weeks, achieved a smooth transition from HubSpot, and saw strong user adoption post-go-live.
Orbit Plans & Services
Navirum Orbit offers a cancellable monthly subscription model designed for flexibility.
Recommended Services
| Technical Services | Consulting & Advice |
| Technical Support | Roadmap Management |
| Ongoing Implementations | Strategic Salesforce Advice |
| Environment Management | Industry Advice |
| Salesforce Documentation | Salesforce Education |
| Ongoing User Training | Multi-Cloud Support |
| Compliance & Privacy Solutions |
Subscription Tiers
- Orbit Standard Plan: Includes 2 hours of support per month, ideal for small businesses with straightforward Salesforce needs.
- Orbit Flex Plan: Provides 10-15 hours of monthly support, offering flexibility for growing teams with evolving needs.
- Tailored High-Touch Service: Both plans are customizable to ensure clients receive personalized service that aligns with their unique business operations and goals.
About Navirum: Your Customer Success Partner
Founded in 2018, Navirum is a registered Salesforce Consulting Partner specializing in enabling financial innovation. With a dedicated focus on financial services—including Wealth Management, Private Equity, and FinTech—Navirum helps customers generate long-term value from their Salesforce investment.
Key Facts:
- Locations: USA, Canada, EMEA
- Certifications: >30
- Top Differentiators:
- Dedicated teams for emerging, small, and mid-market businesses.
- Seasoned sales and technical teams.
- Deep specialists in Financial Services.
- Average Customer Results:
- 25% Improvement in sales
- 26% Uptick in marketing ROI
- 34% Better customer service agent productivity
Read More About Orbit
- Introducing Navirum Orbit: Beyond Support, A Strategic Salesforce Partnership
- Supercharge Your Salesforce Engine With 6 Powerful Benefits
- Orbit Managed Services for Wealth Management: A Comprehensive Overview
- How Orbit Helps Businesses Turn Salesforce Into a Value Creator and Reduce Maintenance Costs
- Eliminating Ambiguity: How Orbit Streamlines Communication on Salesforce Projects
- How To Implement Salesforce With Reduced Cash Flow Burden and Staff Time Consumption?
- Customer Success Story: Orbit Is Empowering Wealth Advisors With Smarter Salesforce Support
- Beyond Go-Live: The Compounding Value of a Full-Lifecycle Salesforce Partnership
