ShellBlack

ShellBlack's Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud, powered by BridgeFT, can transform your RIA practice with:
✅ 900+ direct data feeds from major custodians and providers
✅ Automatic synchronization of financial accounts, tax lots and more
✅ Household-level view of all client investments
✅ Preconfigured reports and dashboards

Stop juggling multiple systems. Start delivering more personalized client experiences with unified, accurate data from industry leaders, including Charles Schwab, Fidelity Institutional, Pershing, and Interactive Brokers.

Ready to see it in action? Contact us for a demo!

https://appexchange.salesforce.com/appxListingDetail?listingId=a39099d7-e108-462e-b161-fe39611ecb4f

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Maximize the Power of Salesforce with ShellBlack
"ShellBlack was a great partner to work with. We have never fully harnessed SF until meeting the ShellBlack team. We are now on our way to understanding our data and streamlining business processes in a useful format. A++++++ experience."

This is why we do what we do! At ShellBlack, we help businesses unlock the full potential of Salesforce — transforming data into insights, and processes into efficiencies. If you're looking for a Salesforce partner who truly understands your needs, let's talk.

https://appexchange.salesforce.com/appxConsultingListingDetail?listingId=a0N4V00000HhO4gUAF&legacy=true

ShellBlack clients see firsthand how an optimized Salesforce platform can transform their financial services practice. Imagine a CRM that helps you stay one step ahead, allowing you to anticipate client needs, manage compliance seamlessly, and personalize client communications — all from one place. ShellBlack takes the complexity out of Salesforce, making it a valuable, intuitive tool for your entire team.

https://www.shellblack.com/services/implementation/ -services-cloud

ShellBlack specializes in helping RIA firms unlock the full potential of Salesforce to drive efficiency, streamline workflows, and enhance client relationships. Whether you’re looking to improve CRM adoption across your team, tailor Salesforce to the unique needs of wealth management, or simply uncover smarter ways to manage data, ShellBlack has the expertise to make it happen.

https://www.shellblack.com/services/?utm_source=FB&utm_medium=social&utm_campaign=leadgen_maximize

Our numbers from the past year tell a compelling story, one win at a time.
31 new wealth firms joined us, bringing our community to 278 RIAs.
44 M&A data migrations were completed — accurately, securely, and on schedule.
68 Salesforce projects were delivered across advisory, operations, and leadership teams.
A second custodian was added as a client, expanding our perspective across the ecosystem.
6 RIA trade shows were sponsored and attended by ShellBlack, reinforcing what matters most to advisors.
If growth, M&A, or Salesforce optimization is on your roadmap for the year ahead, we’d love to be part of the conversation. https://www.shellblack.com/contact/

Drive Success from Day One with ShellBlack as Your Salesforce Partner

The ShellBlack team is built on Salesforce community leadership and tightly focused wealth management experience — with more than 125,000 project hours delivered for 475+ wealth clients. This powerful blend of CRM expertise and financial services know-how is driving advisor engagement and customer satisfaction among our industry partners.

https://www.shellblack.com/about/

Business process management (BPM) isn’t just about automation — it’s about scale, consistency, and control. As RIAs grow, manual workflows and rigid processes become operational risks. In our latest blog, we break down BPM for RIAs, how Salesforce supports BPM, and how choosing the right approach can deliver real efficiency gains — like saving 12 minutes per process.

If you’re using Salesforce but still relying on spreadsheets, emails, or static workflows, this one’s for you.

👉 Read the full blog: https://www.shellblack.com/wealth-management/scalable-salesforce-business-process-management-for-rias/

Salesforce offers powerful capabilities, but without the right customization and guidance, it can be challenging to harness its full potential. ShellBlack’s consultants understand the financial services landscape and work directly with RIA advisors to design Salesforce solutions that align with business goals and client expectations. From seamless data integration and automation to enhanced reporting and analytics, ShellBlack customizes each CRM to fuel productivity and compliance.

https://www.shellblack.com/industry/wealth-management/?utm_source=fb&utm_medium=social&utm_campaign=leadgen

Our FSC Implementation Accelerator empowers wealth management firms with 1–10 advisors to unlock Salesforce’s full potential — fast. Developed with insights from 400+ wealth engagements, this cost-effective solution delivers user-friendly layouts tailored to best practices, advisor-centric dashboards and starter reports, streamlined lead qualification and conversion flows, and custom automations for relationship management.

https://www.shellblack.com/services/accelerators/ -implementation-accelerator?utm_source=LI&utm_medium=social&utm_campaign=leadgen_accel_fsc

Is your CRM a tool for growth or a roadblock? Despite their potential, many CRMs underperform due to usability gaps, which impacts both efficiency and advisor satisfaction. At ShellBlack, we specialize in customizing Salesforce for wealth firms — ensuring it aligns with your unique goals. Our clients include 40% of Barron’s top 20 RIAs & mega RIAs, who trust ShellBlack to help unlock features like wallet share tracking and business development tools to drive growth.

https://www.shellblack.com/services/?utm_source=FB&utm_medium=social&utm_campaign=leadgen_efficiency