Anyone here work for a company that fully automated AUM feed from external sources for all funds (custodians etc) into Salesforce? Just wondering. It’s a huge pain for our company.

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Our home office uses Salesforce for all that and seem happy.
It's functional for the back office, buck clunky for advisors' daily use. I use Wealthbox for my CRM.

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My old firm just uploaded an excel sheet biweekly. Don't think our sf team was smart enough to implement something more complex lol

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Which country?

I haven’t integrated AUM from external feeds into Salesforce, but we have direct feeds from custodian into accounting system and can generate reports out of there.

What accounting system do you guys have? Is the data fed through an API?

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