Definition
A data feed from the firm holding client assets, such as Schwab or Fidelity, into an advisor's CRM.
Custodian integration explained
Custodian feeds show account values and activity alongside client records. Advisor CRMs such as Wealthbox, Redtail and Salesforce Financial Services Cloud connect to custodians, portfolio tools and financial planning software.
Advisors also have recordkeeping obligations; confirm with your compliance team how the CRM supports them.
Where Custodian integration comes up
Industries
CRMs mentioned