Salesforce Development built for Wealth Management companies
What is Salesforce Development?
We customize Salesforce to match how your revenue team actually sells, not the default flow. For Wealth Management companies, this means navigating SEC regulations (US), MiFID II (EU) while shipping fast.
Who needs Salesforce Development for Wealth Management?
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Out-of-the-box Salesforce missing key sales workflows
- Apex code accumulated without clear architecture
Best Salesforce Development company
Wealth platforms must turn complex portfolio data into something both advisors and clients trust.
Salesforce Development shouldn't feel like a gamble — Wealth Management teams in work with us because predictability matters.
Schedule a free Salesforce Development discovery call with our Wealth Management team
Book a free 30-minute discovery callThe hidden risks of DIY Salesforce Development for Wealth Management businesses
- Fragmented portfolio data across custodians
- Client reporting requiring manual aggregation
- Robo-advisory algorithm transparency expectations
- Regulatory compliance across investment products
- Security expectations for high-net-worth client data
The GarudLabs framework for Wealth Management Salesforce Development projects
Custom Salesforce object and workflow design
Apex and Lightning component development
Third-party integration via APIs and middleware
Custom reporting and dashboard build
Salesforce data migration and cleanup
Core Technology Stack
SalesforceApexLightning Web ComponentsMuleSoftSalesforce APIs
Timeline, investment & compliance
Typical timeline
8-18 weeks
Typical investment
$25,000 - $150,000
Salesforce Development engagements in this combination typically need to account for:
- SEC regulations (US)
- MiFID II (EU)
- GDPR
- FINRA compliance
Proven Results
"We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation."
Read the full case studySchedule a free Salesforce Development discovery call with our Wealth Management team
Get a free project cost estimateFrequently Asked Questions
Most Salesforce Development engagements take 8-18 weeks, depending on scope and how clear the requirements are upfront. We'll give you a firm timeline estimate after a short discovery call, not a generic range.
Salesforce Development projects with us typically range from $20,000 - $150,000, scaled to the complexity of your requirements. We provide a detailed, itemized estimate before any work begins so there are no surprises mid-project.
For salesforce development, we typically work with Salesforce, Apex, Lightning Web Components, MuleSoft, chosen based on your specific scalability and integration requirements. We're not tied to a single stack and will recommend the right tools for your situation rather than our default.
A typical salesforce development engagement includes custom salesforce object and workflow design, along with the other deliverables outlined in our proposal, such as documentation and a post-launch support window. The exact scope is tailored to your project during discovery.
Most clients come to us for salesforce development because of out-of-the-box salesforce missing key sales workflows, among other related challenges. We start every engagement by mapping your specific pain points before writing a single line of code.
We've delivered multiple wealth management projects addressing challenges like fragmented portfolio data across custodians. We helped a wealth management platform cut quarterly reporting time by 55% with automated portfolio aggregation.
For wealth management clients, we pay close attention to SEC regulations (US), MiFID II (EU), building these requirements into the architecture from day one rather than retrofitting them later. We'll confirm which specific regulations apply to your business during discovery.
The most common challenges we solve for wealth management clients include fragmented portfolio data across custodians and client reporting requiring manual aggregation. We tailor our discovery process to surface the specific version of these problems your business faces.