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Wealth and Asset Management

Silverline is a Salesforce partner and consultancy firm helping wealth and asset management firms manage client data and foster customer relationships.

Accessible and easy-to-use digital offerings that give clients a holistic view of their finances have become table stakes to keep and grow client relationships. Investors today are increasingly savvy and expect their advisors to drive deeper conversations about a wide variety of aspirations and goals that include leisure, estate planning, and long-term care. Meeting client expectations and adhering to increasing regulatory requirements that mandate recommendations are in a client’s best interests is no small task. Advisors must be able to track these conversations and goals easily in a system that can surface actions in both face-to-face and self-service interactions.
Geoff Merrick Senior Vice President & GM, Financial Services

Differentiate Yourself with Tech

Leverage technology to differentiate your firm with an enhanced customer experience and meaningful client relationships

Client data is often spread across multiple systems, which makes it difficult to update, manage, and access up to date information. Firms can remove barriers and build the authentic relationships their clients crave by demolishing data silos and delivering personalized experiences in their client’s preferred channels at scale. We can help bring data from various custodial systems together in Financial Services Cloud to give advisors the insights they need to increase AUM from existing clients, expand centers of influence (COIs), and build a pipeline of new opportunities.

Using the power of Salesforce Financial Services Cloud, Wealth and Asset Management firms can provide advisors with more visibility into household opportunities and get a holistic view of managed and held-away assets. Our offerings ensure that each of your advisors and relationship managers have a 360° view of their client profile and portfolio data so they can build stronger relationships and make more tailored recommendations to meet their clients’ goals. Our solutions in Retail Asset Management help optimise your distribution by giving wholesalers a complete view of their branch and advisor network to uncover new opportunities.

Wealth Management

When integrated with your core portfolio management and financial planning applications, our investment management solutions empower your advisors and equip your management team with critical business insights.

  • Enhance relationship building

    Empower your advisors to deliver a proactive experience based on personal and contextual knowledge of the client.

  • Streamline the client onboarding process

    Drive business process efficiency and KYC compliance through real-time collaboration, automated workflow, and the elimination of tedious manual processes.

  • Retain clients and grow relationships

    Track your clients’ households as they grow and change to provide clear, consolidated visibility into a single, organized data source.

Salesforce Financial Services Cloud

Financial Services Cloud provides the foundational tools your advisors can use to stay connected with clients, nurture relationships, and get robust insight to data from your other core systems. Silverline’s accelerators for Financial Services Cloud extend the value of the app to create a single pane of glass to give your advisors:

Learn more about Financial Services Cloud for Wealth Management.


Stonebriar had limited executive insight into their pipeline as well as the new lead qualification and loan origination opportunities for five major business platforms (General Equipment, Rail Leasing, Aviation, Sponsor Finance & Real Estate). Their processes were highly manual, requiring keying new opportunities into disparate systems for loans, leases, and post-book servicing. An outdated website with limited content management capabilities made it hard to foster a dynamic external marketing presence for B2C and B2B customers — who are highly engaged on social channels. Stonebriar had no way to perform B2B retargeting to capture attention, measure engagement, or evangelize success.

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Retail Asset Management Distribution Solution

Your wholesalers need tools to effectively position your products and increase outreach. Empower them with streamlined business processes and make it easier to manage activities and track advisor reach. Increase collaboration and communication with a full view of your current relationships and prospect interactions.

  • Support wholesalers with the right data model

    Track complex dealer, branch, and representative relationships.

  • Simplify day-to-day activities

    Rollup sales summary information, track literature requests, and manage effective conference and educational events.

  • Streamline requests

    Powerful automation tools enable wholesalers to ensure all requests are fulfilled without time-consuming administrative tasks

Salesforce Marketing Cloud

When done well, marketing automation helps financial institutions grow by automating marketing processes and delivering personalized experiences across channels. But how do you keep up with advancements in technology and make sure you’re getting the most value out of your marketing efforts?

It takes a combination of teamwork and technical knowledge to be able to deliver on this, and Silverline’s marketing automation practice can help.

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Salesforce Marketing Cloud - Stacked

Managed Services

Many Salesforce customers and consultants focus all of their energy on the initial configuration of the platform but haven’t considered their long-term strategies for continued success. Most of the hard work begins after go-live and as things change, the work never ends.

At Silverline, we have years of experience helping our clients thrive after implementation. Learn more about how we can help drive ongoing success for your Salesforce Org.

Learn More
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Real estate solutions

Silverline has extensive experience in the real estate industry, working with commercial and residential REITs and real estate firms to leverage the power of Salesforce to create a central hub for all their property information.

Our solutions streamline the property management and lease management lifecycle so you can easily oversee your fundraising and property acquisition process, capture key metrics and financials for all units, and optimize the lease process to ensure efficient renewals.

Learn more.
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