[Digital Wealth News] Advisor Tech Talk (Week of 2/20/24)

Attune Solutions announced its launch of Attune WealthData, Powered by BridgeFT – Financial Services Integration on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts, empowering customers with a pre-built accelerator that automatically connects multi-custodial data aggregation as part of Salesforce’s Financial Services Cloud (FSC) ecosystem of partners. 

The Attune WealthData App comes pre-integrated with BridgeFT’s WealthTech API, a WealthTech-as-a-Service platform offering a single, open API to access data from multiple custodians, advanced analytics and mission-critical application services. Attune WealthData provides users of Salesforce FSC with one source to allow users to integrate analytics-ready client and investment account data from direct custodian and back-office data sources. Users can also include held-away assets such as insurance and annuities, data streams that are often more difficult to access. This new app offers cohesive views of customers and their complete wealth picture to drive personalized experiences with standardized data that can be easily accessed in Salesforce.