At Navirum, we don’t just follow trends—we go where innovation is happening. That’s why our team is heading to the Agentforce World TourNYC, one of the most important gatherings in the Salesforce and AI ecosystem today.
Events like this aren’t just showcases—they’re where the future of financial services, automation, and AI-powered operations takes shape in real time.
Beyond the Hype: What We’re Watching
AI is everywhere, but most wealth managers are still thinking about it like it’s 2022—stuck with chatbots and pilots that never scaled. Our focus is different: we look for what’s proven, scalable, and impactful.
At Agentforce World Tour, we’ll be digging into:
How AI agents are reducing operational costs by up to 90%
Integrating Salesforce and AI for measurable results
Lessons learned from firms successfully scaling autonomous agents
Because for our clients, insight without action isn’t enough.
Our Navirum team—bringing the latest AI insights directly from Agentforce World Tour to help clients succeed.
Exploring emerging AI solutions at last year’s Agentforce World Tour in New York, seeing what works in practice, not just on paper.
Analyzing AI agents and real-world use cases—turning conference insights into actionable strategies for our clients.
From Event Insights to Practical Guidance
Last year, we saw firsthand how firms were experimenting with AI—but few were moving beyond pilots. This year, the conversation is shifting toward execution.
Ready to Turn Agentforce & AI into Real Results?
Don’t let disconnected systems and underutilized AI hold you back. Build a scalable, high-impact Salesforce environment designed for growth.
“After last year’s event, we helped a wealth management client automate document processing for compliance, reducing their manual workload by 60% in the first quarter.”
We bring these insights back to our clients—helping them turn what’s possible into what’s practical. That’s why we’re hosting a webinar to share our perspective with financial leaders like you.
Live Webinar
Beyond Chatbots: Scaling AUM with Agentic AI
April 24, 2026
11:00–11:45 AM EST
LinkedIn Live
What we’ll cover:
01
The 2026 Inflection Point Why Agentic AI is moving from experiment to industry standard.
02
Real-World Case Studies Measurable results from firms deploying autonomous agents at scale.
03
Live Demo: Agents in Action Onboarding and compliance handled autonomously.
04
Interactive Q&A Solve your AI implementation hurdles with our expert panel.
Why attend:
Reduce manual operational processes by up to 90%
Scale AUM without adding headcount
Learn practical insights from firms actually doing it
Events like Agentforce World Tour give us direct access to the technology, use cases, and industry leaders driving real results. The webinar extends this insight into your hands—practical, actionable, and grounded in real-world experience.
“One of our clients cut their client onboarding process by 70% using AI agents—an outcome inspired by insights we first discovered at the event.”
Because staying ahead isn’t about following every new AI tool—it’s about knowing what works and how to apply it in your business.
Let’s Turn Insight into Action
If you’re exploring how AI and Salesforce can help reduce cost, improve efficiency, and scale AUM, this webinar is designed to give you clarity—not theory.
Reserve your spot today and see how agentic AI is transforming wealth management.
Ready to scale AUM with autonomous AI agents?
Don’t let manual processes and siloed data limit your growth. See how Agentic AI can streamline operations and accelerate results for your firm.
Premium Strategic Consulting to Help Financial Services Navigate Digital Transformation in the Era of AI
New consulting practice builds on client feedback, Salesforce expertise, and decades of industry experience in wealth, banking, and insurance
Navirum, a Salesforce consulting partner for financial services, today announced the launch of its Strategic Consulting practice, a premium offering designed for founders, executives, and managers who need clear direction to achieve their business goals.
Strategic Consulting builds on years of positive client feedback and focuses on the areas where Navirum has delivered the most impact: shaping strategy, guiding roadmaps, and providing trusted advisory at the executive level. The offering addresses growing pressures facing the financial services industry — including mounting compliance regulations, heightened competition, and the paradigm shift brought by AI, which represents the most significant transformation since the rise of the internet.
Deep Salesforce Expertise
At the core of Navirum’s Strategic Consulting practice is its deep expertise in building Salesforce solutions that empower financial services organizations. Navirum has extensive experience with Financial Services Cloud, Agentforce, Experience Cloud, and Marketing Cloud, and is recognized for its ability to integrate Salesforce seamlessly with financial systems across North America. This combination enables firms to unlock the full value of their Salesforce investment while improving compliance, operational efficiency, and client engagement.
Grounded in Industry Experience
Navirum has decades of expertise across wealth management, banking, and insurance, combined with proven experience architecting and designing enterprise solutions. Strategic Consulting consolidates this knowledge into a structured, outcome-focused approach for firms seeking to scale, innovate, and stay compliant.
Powered by Strategic Partnerships
Navirum’s strength is amplified by deep partnerships across the Salesforce ecosystem and the North American financial services landscape. These include collaborations with Salesforce, Addepar, Amazon Web Services, DocuSign, Google, and AI partners such as Vinton.AI. Together, these partnerships allow Navirum to deliver creative, strategically advantageous solutions that align technology and business strategy.
Guided by Client Feedback
Navirum’s Strategic Consulting practice was shaped directly by client input. “We’ve consistently heard from our clients that the most valuable part of our work is the strategic guidance — helping them define their architecture, chart their roadmaps, and make confident decisions” said Rory Galvin, CEO of Navirum. “This new practice is our way of doubling down on what clients value most while preparing them for the future.”
Customer Stories
Book Strategy Session
Schedule Your Session
Let’s find a time to chat about your Salesforce strategy and AUM growth.
Navirum is a Salesforce consulting partner specializing in digital transformation for financial services across North America. With deep expertise in Salesforce Financial Services Cloud, Experience Cloud, Marketing Cloud, and complex system integrations, Navirum helps wealth managers, banks, and insurers scale efficiently, stay compliant, and innovate with confidence. Through consulting, managed services, and strategic partnerships, Navirum transforms financial services companies with Salesforce and the broader technology ecosystem.
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Next Steps & Impact
Explore Navirum Success, Culture & Team
Discover real-world outcomes, learn about our collaborative company culture, and meet the financial technology specialists leading your digital transformation.
Proven Results & Impact
Explore Our Success Stories
See how we help financial institutions, wealth managers, and fintechs turn Salesforce and AI into measurable business outcomes and operational growth.
Build the Future of Trust Services with Confidence | Navirum
Ecosystem Modernization
Build the Future of Trust Services with Confidence
The most successful trust companies are not simply upgrading technology—they are creating connected, client-centric organizations equipped for the next generation of wealth management. With Salesforce Financial Services Cloud, you can unify client relationships, streamline operations, unlock AI-driven productivity, and position your firm for long-term growth.
Navirum helps trust companies navigate every stage of the transformation journey, from strategy and platform selection to implementation, integration, and adoption.
Let’s explore what’s possible for your organization.
Navirum is a leading Salesforce consulting company dedicated to providing exceptional services and solutions to our clients. We are looking for a skilled Salesforce Administrator to join our dynamic team and help us optimize our Salesforce platform to enhance our business processes.
Job Summary:
As a Salesforce Administrator, you will manage and optimize the client’s Salesforce environment to enhance efficiency and productivity. Your role will leverage your Salesforce expertise to implement effective solutions tailored to client needs. Additionally, your Quality Assurance (QA) experience will play a key role in ensuring the reliability and accuracy of system implementations and enhancements.
Key Responsibilities:
Manage Salesforce setup including user accounts, profiles, roles, and permissions.
Customize Salesforce by creating objects, fields, and flows.
Create & maintain reports and dashboards to track business performance.
Upload data using Dataloader.
Monitor system performance and troubleshoot issues.
Ensure data security and integrity within Salesforce.
Integrate Salesforce with other systems as needed.
Create and run test plans to ensure Salesforce works correctly.
Test new Salesforce updates and features before deployment.
Qualifications:
Bachelor’s degree in Business, Information Technology, or a related field.
Proven experience as a Salesforce Administrator or in a similar role.
Proven experience in Quality Assurance or a related position.
Salesforce Administrator certification is strongly preferred.
Strong knowledge of Salesforce best practices and platform functionality.
Proficiency in creating reports and dashboards within Salesforce.
Excellent problem-solving skills with a keen attention to detail.
Strong communication and interpersonal skills to collaborate effectively with teams.
Ability to work independently and thrive in a team environment.
Experience with Financial Services Cloud is preferred.
Benefits:
Life insurance, vision, dental, critical illness
Tuition reimbursement
Wellness days off
Work from home policy
Time off for Volunteering
Bonus program
Opportunities for professional development and growth.
A collaborative and supportive work environment.
How to Apply:
Interested candidates should submit their resume and a cover letter to info@navirum.com.
Please include “Salesforce Administrator Application” in the subject line.
Please provide your Linkedin account as well as Trailblazer profile.
What makes you want to be a Salesforce Admin?
About Navirum
Navirum is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
At Navirum, we are huge believers in the positive impact a diverse and accessible financial system can have on our society. It’s our mission to enable financial services companies to create innovative products and services and in doing so improving the lives of people in our community. We help our customers achieve success through our Salesforce consulting, advisory, and managed services. The combination of these services helps our customers generate long-term value using the world’s leading cloud platform.
The combination of Canadian Open Banking and Salesforce could offer unparalleled opportunities for financial services businesses to innovate, differentiate, and thrive in today’s competitive landscape. By leveraging the power of Salesforce’s CRM platform and integrating Canadian Open Banking data, businesses could unlock new insights, personalize interactions, streamline operations, and ensure compliance and security.
Bringing Value to Your Financial Services Business
Enhanced Customer Insights
By integrating Canadian Open Banking data with Salesforce, financial services businesses can gain a comprehensive view of their customers’ financial profiles, preferences, and behaviors. This deeper understanding enables businesses to tailor their products and services to meet the unique needs and preferences of individual customers, driving greater customer satisfaction and loyalty.
Personalized Financial Advice
Salesforce empowers financial advisors to deliver more personalized and informed advice to their clients by leveraging Canadian Open Banking data. With access to real-time financial information, advisors can provide tailored recommendations and strategies that align with their clients’ financial goals and objectives, ultimately driving better outcomes for clients and strengthening advisor-client relationships.
Streamlined Operations
Salesforce’s powerful automation capabilities can help financial services businesses streamline their operations and improve efficiency. By automating routine tasks, such as data entry, lead management, and client communications, businesses can free up time for their employees to focus on more value-added activities, such as client engagement and strategic planning.
Compliance and Security
Salesforce provides robust security features and compliance controls that help financial services businesses maintain regulatory compliance and protect customer data. With built-in encryption, access controls, and audit trails, Salesforce enables businesses to safeguard sensitive information and demonstrate compliance with regulatory requirements.
Looking ahead, Canadian Open Banking holds promise for delivering more personalized, efficient, and convenient financial experiences for consumers. As regulatory frameworks evolve and technological capabilities improve, Canadians can expect to see a wider range of innovative financial products and services. However, addressing the challenges and risks associated with Open Banking will be crucial to ensure consumer trust and benefit from these emerging innovations.
How Navirum can help?
At Navirum, we’re committed to helping financial services businesses harness the full potential of this transformative synergy to drive growth, enhance customer experiences, and achieve their business objectives. Contact us today to realize the possibilities of what Salesforce can do for your business!
What is Open Banking, and how does it apply in Canada?
Open Banking refers to a system where financial institutions share customer data securely with third-party providers, with the customer’s consent. In Canada, Open Banking is being rolled out under regulatory guidance, with a focus on transparency, consumer control, and security.
How can Salesforce integrate with Canadian Open Banking systems?
Salesforce can be integrated with Open Banking APIs and third-party data providers to import, manage, and analyze financial data. This allows businesses to have a real-time, 360-degree view of their clients’ financial activities inside their CRM environment.
What are the benefits of combining Open Banking data with Salesforce?
This powerful combination enables: * Deeper customer insights * Personalized financial advice * Streamlined workflows * Real-time financial visibility * Enhanced regulatory compliance Together, they support better decision-making and a more personalized customer experience.
Is integrating Open Banking data with Salesforce secure?
Yes. Salesforce offers enterprise-grade security features including encryption, field-level security, audit trails, and compliance with global standards (like SOC 2, GDPR, and PCI DSS). When set up correctly, these integrations protect customer data and meet regulatory requirements.
What are the challenges of integrating Open Banking data into Salesforce?
Common challenges include: * API compatibility and integration complexity * Data privacy and consent management * Ensuring data accuracy and reliability * Compliance with financial regulations Navirum helps businesses overcome these obstacles through strategic consulting, secure implementation, and tailored integration plans.
Can Open Banking and Salesforce help us deliver personalized financial advice?
Absolutely. With real-time financial data fed into Salesforce, advisors can: Analyze spending patterns Recommend tailored products or services Align investment strategies with real-life cash flow data This leads to more relevant, timely, and impactful client interactions.
How does this integration impact operational efficiency?
Salesforce’s automation features—combined with real-time data from Open Banking—can: * Reduce manual data entry * Automate client onboarding * Trigger alerts based on financial activity * Streamline KYC and compliance checks The result is a more efficient and responsive financial services operation.
Is this solution scalable for firms of all sizes?
Yes. Whether you’re a boutique wealth manager or a large institution, Salesforce and Open Banking integrations are highly scalable. You can start small—with a few use cases—and expand as your business grows or as Open Banking frameworks evolve in Canada.
Will using Open Banking in Salesforce help with compliance and auditability?
Yes. Salesforce provides detailed logging, permission controls, consent tracking, and audit trails, making it easier for financial firms to meet Canadian regulatory requirements. Navirum ensures these features are set up and documented properly.
How can Navirum help us implement this solution?
Navirum specializes in working with financial service firms to strategically implement Salesforce and * Open Banking integrations. We help with: * Business analysis and data strategy * Custom CRM configuration * API integration with Open Banking providers * Workflow automation * Security and compliance setup * Ongoing support and optimization
Canadian wealth management faces challenges with data management, portfolio complexity, and client personalization, necessitating effective technology solutions.
Choosing the right platform involves evaluating capabilities against operating needs, including support for investment strategies and scalability.
This guide covers three top portfolio management tools: D1G1T, Croesus, and SS&C Advent, each offering distinct functionalities for wealth management.
Key considerations for selecting technology include workflow mapping, system dependencies, and real-world scenario evaluations to ensure fit.
Effective portfolio management technology enhances operations by automating processes and delivering insights, ultimately improving client experiences.
Top Portfolio Management Tools in Canada
Portfolio management has become increasingly technology-driven. For Canadian wealth management firms, managing portfolios effectively now involves much more than monitoring investment performance. Portfolio managers must work with growing volumes of data, increasingly sophisticated investment strategies, regulatory requirements, client expectations, and pressure to operate more efficiently.
The right portfolio management technology can help bring these activities together.
Modern platforms can support everything from portfolio construction and rebalancing to performance analysis, reporting, compliance, and client engagement. More importantly, they can help firms establish a more scalable investment operating model.
But selecting a portfolio management platform isn’t simply a matter of comparing feature lists.
For portfolio managers, the more important questions are:
Can the platform support our investment strategies?
Can it handle our current and future portfolio complexity?
How much manual work can we eliminate?
How effectively can it connect with our existing technology?
Can our advisors access the information they need?
Will the platform scale as our assets and client base grow?
Does it support our broader data and technology strategy?
In this guide, we examine three portfolio management technology providers relevant to wealth management and investment professionals: D1G1T, Croesus, and SS&C Advent.
We also explore what portfolio managers should consider when evaluating portfolio management technology and how these platforms can fit into a broader wealth management technology ecosystem.
What Is Portfolio Management Software?
Portfolio management software helps investment professionals manage and monitor investment portfolios throughout their lifecycle.
Depending on the platform, capabilities may include:
Portfolio construction
Model portfolio management
Rebalancing
Trading
Performance measurement
Performance attribution
Risk analysis
Portfolio reporting
Compliance monitoring
Investment accounting
Client reporting
Data aggregation
Workflow automation
For portfolio managers, however, the real value is not the individual features.
The value comes from how effectively those capabilities work together.
A portfolio manager shouldn’t have to spend excessive time locating data, reconciling information, preparing reports, or manually checking portfolios when technology can perform much of that work.
The objective is to create an environment where investment professionals can focus more of their time on portfolio decisions, risk management, and client outcomes.
Why Portfolio Management Technology Matters for Canadian Wealth Managers
Canadian wealth management firms are operating in an increasingly complex environment.
Clients expect greater transparency and personalization. Advisors need faster access to information. Firms need to control operational costs while supporting growth. At the same time, investment teams are dealing with increasingly diverse portfolios and more sophisticated investment strategies.
This creates several technology challenges.
Data is becoming more difficult to manage
Portfolio information can originate from custodians, portfolio management systems, CRM platforms, financial planning applications, market data providers, and internal databases.
When those systems aren’t properly connected, investment teams can end up spending valuable time reconciling information.
Portfolio complexity is increasing
A portfolio may contain traditional securities alongside alternative investments, managed accounts, multiple currencies, and different investment strategies.
Portfolio management technology needs to accommodate that complexity without making the operating model unnecessarily complicated.
Personalization must scale
Clients want portfolios and advice that reflect their individual objectives.
But managing highly customized portfolios manually becomes difficult as the number of clients increases.
Technology can help firms standardize certain processes while still supporting personalization where it matters.
Technology needs to support growth
A process that works for 100 clients may become inefficient at 1,000.
Portfolio managers should therefore consider not only whether a platform meets today’s requirements but whether it can support the firm’s three- to five-year growth strategy.
3 Portfolio Management Tools Canadian Firms Should Know
1. D1G1T
D1G1T is an enterprise wealth management platform designed to support advisors, portfolio managers, and wealth management organizations.
Rather than focusing exclusively on portfolio accounting or reporting, D1G1T covers a broader range of wealth management workflows, including portfolio management, analytics, model management, trading and rebalancing, compliance, billing, reporting, and client engagement.
For portfolio managers, one of D1G1T’s notable capabilities is its focus on investment analytics.
The platform provides tools for analyzing portfolio performance, risk, exposures, asset allocation, and other portfolio characteristics.
This can help investment teams move beyond simply answering:
“What happened to the portfolio?”
and toward questions such as:
“What drove the result?”
“Where is the portfolio taking risk?”
“How does the current portfolio compare with its intended strategy?”
D1G1T also supports sophisticated portfolio and investment analysis across different asset types and complex investment structures
Model management and rebalancing
For firms using model-driven investment strategies, portfolio technology needs to support both standardization and personalization.
D1G1T provides model management, trading, and rebalancing capabilities that can help firms implement investment strategies more consistently across portfolios. This can be particularly useful for firms attempting to scale a centralized investment process without treating every client portfolio as a completely manual exercise.
Connectivity and technology architecture
D1G1T also emphasizes connectivity with other applications through APIs.
This matters because portfolio management rarely operates as a standalone function.
The platform may need to coexist with:
Custodian systems
CRM platforms
Financial planning software
Data platforms
Trading systems
Client portals
For firms developing a broader technology architecture, open connectivity can therefore be an important selection criterion.
Who should consider D1G1T?
D1G1T may be particularly relevant to firms looking for a broader wealth management platform that combines sophisticated portfolio analytics with investment management and client-facing capabilities.
It may be worth evaluating for firms prioritizing:
Advanced portfolio analytics
Model-driven investment management
Portfolio customization
Rebalancing and trading
Integrated wealth management workflows
Scalable investment operations
2. Croesus
Croesus is a Canadian wealth management technology provider with a significant presence in the investment industry.
Its portfolio management offering includes Croesus Advisor, which the company describes as an all-in-one customizable portfolio management system. The platform combines capabilities such as portfolio modeling, performance calculations, risk management, rebalancing, order management, compliance, and reporting. This can be particularly relevant for firms that need to manage standardized investment models while accommodating differences between client portfolios.
Rebalancing and personalization
Croesus also offers Croesus Central, which focuses on portfolio rebalancing and personalization.
This distinction is important for firms managing portfolios at scale.
As the number of accounts grows, manually identifying portfolio drift and determining which accounts require attention can become increasingly inefficient.
Technology that can identify deviations from target allocations and support systematic rebalancing can help investment teams manage that complexity more effectively.
Performance and reporting
Performance measurement is another important part of the platform.
Portfolio managers need reliable performance information not only for internal analysis but also for client reporting and advisor conversations.
Croesus supports performance calculations and customizable reporting capabilities designed to help firms communicate portfolio results more effectively.
A strong Canadian context
One of Croesus’s differentiators is its established presence in the Canadian wealth management market.
Its technology has been used by major Canadian investment organizations, including CIBC Wood Gundy, which implemented Croesus to consolidate systems, manage large volumes of historical data, and support thousands of users.
For Canadian firms evaluating portfolio management technology, this type of market experience can be an important consideration.
Who should consider Croesus?
Croesus may be worth considering for Canadian wealth management organizations looking for a portfolio management environment with strong capabilities around:
Portfolio modeling
Performance measurement
Rebalancing
Reporting
Risk management
Compliance
Wealth management workflows
Canadian market requirements
This can help firms create more consistent investment workflows.
3. SS&C Advent
SS&C Technologies’s Advent business provides investment technology across asset management and wealth management.
Rather than being a single portfolio management application, Advent offers a broader portfolio of solutions covering portfolio management, trading, risk and compliance, performance and accounting, client communications, and other investment workflows.
That makes Advent particularly relevant for firms looking for technology that can support more complex or enterprise-level investment operations.
Axys
One of Advent’s established portfolio management and reporting solutions is Axys.
Axys supports portfolio management and accounting, performance measurement, reporting, reconciliation, multicurrency capabilities, and a broad range of securities.
The platform also provides automated interfaces with custodians, brokerage firms, and other service providers, helping firms reduce manual data entry and reconciliation.
For wealth managers that need robust portfolio accounting and reporting capabilities without completely replacing their existing infrastructure, this can be an important consideration.
Genesis
Advent’s newer Genesis platform takes a broader approach.
Genesis is designed as a cloud-native investment management platform that connects portfolio management, trading, compliance, accounting, reporting, and analytics through a centralized data platform.
This approach is particularly relevant to firms trying to reduce the fragmentation that can develop when different investment functions operate on separate systems.
For portfolio managers, Genesis supports areas such as:
Portfolio construction
Model portfolio management
Customized SMAs
Portfolio monitoring
Performance analysis
Exposure analysis
Trading
Compliance
The platform is also being expanded with AI capabilities designed to support automation and interaction with investment data.
Black Diamond Wealth Solutions
For wealth management organizations with a stronger focus on the advisor and client experience, Advent also offers Black Diamond Wealth Solutions.
The platform combines portfolio management and reporting with capabilities including CRM, client communications, data aggregation, trading and rebalancing, compliance, billing, and client experience.
This makes the Advent ecosystem particularly broad: firms can evaluate solutions according to the complexity of their investment operations and the type of wealth management experience they want to create.
Who should consider SS&C Advent?
Advent may be particularly relevant to:
Larger wealth management organizations
Asset managers
Family offices
Investment managers
Firms managing complex portfolios
Organizations looking for enterprise investment technology
Firms seeking to modernize fragmented investment operations
How Do D1G1T, Croesus, and SS&C Advent Compare?
Rather than asking which platform is “best,” portfolio managers should evaluate which technology aligns most closely with their operating model.
Consideration
D1G1T
Croesus
SS&C Advent
Portfolio management
Strong
Strong
Strong
Portfolio analytics
Strong
Strong
Strong
Model management
Strong
Strong
Strong
Rebalancing
Strong
Strong
Strong
Reporting
Strong
Strong
Strong
Canadian wealth management relevance
Strong
Strong
Strong
Enterprise investment operations
Strong
Strong
Very strong
Broader wealth management capabilities
Strong
Strong
Very strong
Complex investment environments
Strong
Strong
Very strong
Technology ecosystem breadth
Strong
Strong
Very strong
This table should be viewed as a high-level starting point, not a vendor ranking. Each platform has multiple products and configurations, and capabilities can vary depending on the solution selected and how it is implemented.
What Should Portfolio Managers Look for When Evaluating These Platforms?
The most important part of technology selection happens before the vendor demonstration.
Instead of starting with:
“Which features does this platform have?”
start with:
“What problems are we trying to solve?”
1. Map your investment workflows
Document what actually happens from the moment an investment decision is made through to implementation, monitoring, reporting, and client communication.
Look for:
Manual handoffs
Spreadsheet dependencies
Duplicate data entry
Reconciliation points
Approval bottlenecks
Exception management
Reporting delays
This gives you a much clearer picture of where technology can create value.
2. Identify your system of record
A portfolio management platform does not necessarily need to become the source of truth for every piece of information.
Your custodian may own certain transaction information.
Your portfolio platform may own investment calculations.
Your CRM may own client relationship information.
Your financial planning platform may own planning information.
Establishing these boundaries before implementing integrations can prevent unnecessary data duplication and synchronization problems.
3. Evaluate the platform against real scenarios
Don’t rely exclusively on vendor demonstrations.
Give vendors specific scenarios from your investment operation.
For example:
“Show us what happens when a client needs a portfolio adjustment that deviates from the model.”
Or:
“Show us how a portfolio manager identifies accounts requiring rebalancing.”
Or:
“Show us how an advisor accesses portfolio information before a client meeting.”
Real-world scenarios make it easier to determine whether the platform actually fits your workflows.
Portfolio Management Technology and Salesforce
Portfolio management technology is only one part of the wealth management technology ecosystem.
For firms using Salesforce, the CRM may contain important information about the client relationship while the portfolio management platform contains investment information.
Connecting these environments can create a more complete advisor workflow.
For example, an advisor may need to understand:
Who is the client?
What conversations have we had?
What services do they use?
How are their investments positioned?
Are there portfolio issues that need to be discussed?
That information may live across multiple applications.
The objective of integration is not necessarily to move everything into Salesforce.
Instead, firms should determine which information needs to be available within Salesforce and which information should remain in the portfolio management system.
This distinction becomes particularly important as firms consider Salesforce Data 360 and Agentforce.
AI applications require access to reliable, appropriately governed data. A fragmented technology environment can make it much more difficult to provide AI with the context required to support advisors effectively.
How Can Wealth Managers Determine Whether Their Technology Is Mature?
Technology maturity isn’t simply about how many applications a firm has.
A firm can have sophisticated software and still operate inefficiently if the systems aren’t connected or if employees rely heavily on manual workarounds.
A more useful assessment looks at five areas:
Data
Can your investment and client data be accessed reliably and consistently?
Integration
Do your core platforms exchange information effectively?
Automation
How much manual work remains in your investment workflows?
Analytics
Can portfolio managers quickly obtain the insights required to make decisions?
Client Experience
Can advisors provide clients with timely, personalized information?
These five areas provide a useful framework for understanding where technology is supporting the organization—and where it may be creating friction.
What If Your Portfolio Management Technology Isn’t Keeping Up?
Not every technology challenge requires replacing your entire portfolio management platform.
In some cases, the better solution may be:
Improving an existing workflow
Adding an integration
Automating a manual process
Improving data governance
Connecting the portfolio platform with Salesforce
Introducing a data platform
Replacing one outdated component
Developing a phased modernization roadmap
The right approach depends on the firm’s current architecture, investment processes, and strategic priorities.
The objective should be to create a technology environment that supports the investment business rather than forcing the investment business to work around its technology.
Final Thoughts
D1G1T, Croesus, and SS&C Advent each offer different approaches to portfolio management and wealth management technology.
But the platform itself is only one piece of the equation.
For portfolio managers, the bigger opportunity is to build an investment technology environment where data flows reliably, repetitive processes are automated, investment insights are accessible, and advisors can deliver a better client experience.
Before selecting a platform, take the time to understand your current workflows, identify technology bottlenecks, define your system-of-record strategy, and determine what the organization will need as it grows.
The best portfolio management technology isn’t necessarily the platform with the longest feature list.
It’s the platform and architecture that best support the way your firm actually manages investments—and where you want the business to go next.
Is Your Portfolio Management Technology Ready for Growth?
Portfolio management technology should do more than support investment reporting. It should help your team manage data, streamline workflows, connect systems, analyze portfolios, and deliver a better experience to advisors and clients.
Take this 10-question assessment to evaluate your firm’s portfolio management technology maturity across five key areas: Data, Integration, Automation, Analytics, and Client Experience.
10 Benchmark Questions
5 Core Focus Pillars
Estimated time: 3 minutes
Part 1: Data ManagementQuestion 1 of 10
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What We’re Measuring
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Your Technology Maturity
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Evaluating…
Your overall portfolio management technology maturity score.
Your Five-Dimension Results
Your Strongest Area
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Your results suggest that your firm has a relatively strong capability in this area.
Your Biggest Opportunity
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Addressing friction in this area will yield immediate scalability gains.
Personalized Recommendation
Priority: Build a Stronger Data Foundation
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The objective isn’t to automate everything. It’s to allow your investment professionals to spend more time on activities requiring judgment and expertise.
What Should You Do With Your Score?
Your assessment isn’t intended to tell you whether your firm needs to buy a new portfolio management platform. Instead, it helps answer a more important question: Where is our current technology creating the greatest gap between how we operate today and how we want to operate in the future? A low score in one category doesn’t necessarily mean you need a new system—it may indicate that you need a better integration, redesigned workflow, improved data strategy, or more effective use of technology you already own.
Ready to Take the Next Step?
Turn your assessment results into an action plan. Navirum helps wealth management firms optimize Salesforce and connect their CRM with portfolio management platforms, custodians, data sources, and other critical systems. Whether you’re dealing with disconnected systems, manual workflows, or data challenges, we can help you determine where to focus first.
Portfolio management technology doesn’t operate in isolation. For many wealth management firms, the next challenge is connecting investment systems with Salesforce, custodians, data platforms, and other critical applications.
Navirum helps financial services organizations design and optimize Salesforce environments that support their broader technology strategy.
Whether you’re evaluating a new portfolio management platform, dealing with disconnected systems, or preparing your technology environment for greater automation and AI, we can help you identify the highest-impact opportunities.
Start with a free 30-minute Salesforce Health Check to assess your Salesforce environment, integrations, data strategy, and opportunities for greater efficiency.
Navirum connects Salesforce Financial Services Cloud with leading wealth management, portfolio accounting, and client reporting platforms to eliminate operational data silos.
Portfolio Accounting
SS&C Advent
Integrate SS&C Advent portfolio accounting, trade order management, and reporting systems with Salesforce FSC for synchronized operational workflows.
Wealth Management
Croesus
Connect Croesus portfolio management and rebalancing engines directly into Salesforce to unify advisor client views and automated data flows.
Enterprise Analytics
d1g1t
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Frequently Asked Questions (F.A.Q. )
Should a portfolio manager choose technology based on current requirements or future growth?
Portfolio managers should evaluate both, but future requirements deserve particular attention. A platform that meets today’s needs may become restrictive as the firm adds advisors, accounts, investment strategies, custodians, or new service offerings. Before selecting a solution, consider where the firm expects to be in three to five years. Will portfolio complexity increase? Will more processes need to be automated? Will the firm introduce new investment products or expand into new markets? Will advisors require access to more real-time information? A useful technology assessment should therefore distinguish between requirements that are essential today and capabilities that will become important as the business scales.
When does a portfolio management system need to be replaced rather than optimized?
Replacement is not always the best answer. Older platforms can sometimes continue to provide value when they can be integrated, supported, and adapted to changing business requirements. Replacement becomes more compelling when the existing system creates persistent limitations that cannot be addressed economically. Warning signs can include an inability to support new investment strategies, increasingly expensive maintenance, limited integration capabilities, declining vendor support, excessive manual workarounds, or difficulty obtaining the data required by the investment team. The decision should be based on the total cost and business impact of maintaining the existing environment, rather than simply the age of the software.
How should portfolio managers approach a portfolio technology modernization project?
Start with the investment operating model rather than the technology. Document the processes involved in areas such as portfolio construction, account opening, investment changes, rebalancing, trading, reporting, and client reviews. Identify where information enters the process, where it is transformed, who uses it, and where manual intervention occurs. This process mapping often reveals that the biggest problem is not a missing software feature but an inefficient process spanning several systems. Once those dependencies are understood, the firm can determine whether the appropriate solution is configuration, integration, automation, replacement, or a combination of these approaches.
How can portfolio managers determine whether their technology stack is creating operational risk?
Look for processes that depend heavily on individual employees, spreadsheets, manual reconciliation, or undocumented procedures. A useful test is to ask: What would happen if the person who normally performs this process were unavailable? If the answer is that the process would be delayed, difficult to reproduce, or impossible to complete without specific institutional knowledge, there may be an operational risk. Portfolio managers can also examine the frequency of data exceptions, manual adjustments, reporting corrections, and reconciliation issues. These indicators can reveal weaknesses that may not be obvious from the functionality of the portfolio management platform itself.
How often should a wealth management firm reassess its portfolio management technology?
A full technology assessment does not necessarily need to happen every year, but firms should reassess their environment whenever there is a significant change in business strategy or operating requirements. Relevant triggers include: A merger or acquisition Significant AUM growth Adding new custodians Launching new investment products Expanding into new markets Major CRM or data-platform changes Introducing AI initiatives Persistent operational bottlenecks Significant changes in regulatory or reporting requirements Technology should evolve with the investment business rather than being treated as a one-time implementation.
What is the difference between a technology problem and a process problem?
This distinction is critical. If a portfolio manager is manually transferring information between two systems, the obvious conclusion may be that an integration is needed. However, the underlying process may itself be inefficient. Before implementing technology, ask: Why is this information being transferred? Who needs it? How often? What decision does it support? Is the same information being entered elsewhere? Sometimes the best solution is an integration. In other cases, it may be eliminating an unnecessary step, changing ownership of a process, or redesigning the workflow. Technology should enable a good process, not simply automate a bad one.
How can portfolio managers build a business case for investing in new technology?
A strong business case should connect technology investment to measurable business outcomes. Instead of presenting the investment as “we need a new portfolio management system,” quantify the problem the technology is intended to solve. For example: How many hours are spent on manual processes? How many employees are involved? How frequently do data errors occur? How long does reporting take? How much advisor time is spent searching for information? How many clients can the current operating model support? What happens to costs as AUM increases? This allows the investment committee to evaluate the technology based on operational and business impact rather than software features alone.
What role should portfolio managers play in technology selection?
Portfolio managers should be directly involved rather than leaving technology selection exclusively to IT. IT teams understand architecture, security, infrastructure, and integration requirements. Portfolio managers understand the investment workflows, decision-making processes, exceptions, and practical requirements that technology needs to support. The strongest selection processes bring together investment, operations, technology, compliance, and executive stakeholders. This reduces the risk of selecting a technically sound platform that does not work effectively for the people who will use it every day.
What should wealth managers do before requesting demonstrations from portfolio management vendors?
Define the firm’s requirements first. Going into vendor demonstrations without a clear set of priorities can make it difficult to distinguish between genuinely important capabilities and impressive but unnecessary features. Create a short list of real-world scenarios that the platform must support. For example, demonstrate how the system would handle a particular portfolio change, exception, reporting requirement, or advisor workflow. Ask vendors to demonstrate your use cases, rather than simply walking through their standard product presentation. This makes vendor comparisons considerably more meaningful.
How can a portfolio management maturity assessment help identify technology priorities?
A maturity assessment provides a structured way to identify where technology is supporting the investment organization effectively and where operational friction remains. Rather than asking whether a firm has “good” or “bad” technology, the assessment can evaluate individual capabilities and highlight gaps that deserve further investigation. For example, a firm may have sophisticated investment analytics but relatively immature operational processes. Another may have strong automation but limited visibility across its broader client ecosystem. This helps portfolio managers prioritize investments based on business impact and maturity gaps, rather than attempting to modernize everything simultaneously.
What should wealth managers prioritize if they are not ready for a major technology transformation?
Modernization does not have to happen all at once. Firms can start by identifying one high-friction process and determining whether it can be simplified or automated. Good candidates are repetitive processes that consume significant employee time and have clearly defined inputs and outputs. This incremental approach can generate measurable improvements while allowing the organization to build the data, integration, and governance capabilities required for larger initiatives later. A phased technology roadmap is often more practical than attempting to replace multiple systems simultaneously.
How does technology modernization affect the valuation and scalability of a wealth management firm?
Technology can influence scalability by determining how much operational infrastructure is required to support additional clients and assets. A highly manual operating model may require significant additional resources as the business grows. A more standardized and automated model can potentially support growth with less proportional operational overhead. This becomes particularly relevant during acquisitions, succession planning, or strategic growth initiatives. Buyers and investors may look beyond AUM and revenue to understand whether the underlying operating model can support continued expansion. For that reason, portfolio technology should be viewed not only as an operational expense but also as part of the firm’s long-term business infrastructure.
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Ready to Modernize Your Portfolio Management Technology? | Navirum
Canadian Wealth Technology Advisory
Ready to Modernize Your Portfolio Management Technology?
The right portfolio management platform can improve more than investment workflows. When your portfolio systems, CRM, data, and other core applications work together, your team can spend less time managing technology and more time serving clients and making informed investment decisions.
Navirum helps Canadian wealth management firms assess, integrate, and optimize their Salesforce environment as part of a connected technology strategy. Whether you’re evaluating a new portfolio management platform, struggling with disconnected systems, or planning your next phase of technology modernization, we can help you identify the highest-impact opportunities.
Start with a free 30-minute Salesforce Health Check. We’ll help you uncover integration, data, automation, and scalability opportunities within your current environment.
Online Resources, Knowledge & Insights | Navirum
Thought Leadership & Insights
Online Resources, Knowledge & Insights
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