ShellBlack
Share
Our certified consultants are experts in the implementation and configuration of Salesforce, and provide customized solutions to streamline the way you market, sell and support your customers. As a trusted Salesforce partner since 2010, we’ve made it our mission to discover our client's specific requirements and goals — delivering tailored solutions that support how they market, sell, and serve th
05/27/2026
ShellBlack's Multi-Custodial Data Aggregator for Salesforce Financial Services Cloud, powered by BridgeFT, can transform your RIA practice with:
✅ 900+ direct data feeds from major custodians and providers
✅ Automatic synchronization of financial accounts, tax lots and more
✅ Household-level view of all client investments
✅ Preconfigured reports and dashboards
Stop juggling multiple systems. Start delivering more personalized client experiences with unified, accurate data from industry leaders, including Charles Schwab, Fidelity Institutional, Pershing, and Interactive Brokers.
Ready to see it in action? Contact us for a demo!
https://appexchange.salesforce.com/appxListingDetail?listingId=a39099d7-e108-462e-b161-fe39611ecb4f
05/13/2026
ShellBlack clients see firsthand how an optimized Salesforce platform can transform their financial services practice. Imagine a CRM that helps you stay one step ahead, allowing you to anticipate client needs, manage compliance seamlessly, and personalize client communications — all from one place. ShellBlack takes the complexity out of Salesforce, making it a valuable, intuitive tool for your entire team.
https://www.shellblack.com/services/implementation/ -services-cloud
04/23/2026
Our numbers from the past year tell a compelling story, one win at a time.
31 new wealth firms joined us, bringing our community to 278 RIAs.
44 M&A data migrations were completed — accurately, securely, and on schedule.
68 Salesforce projects were delivered across advisory, operations, and leadership teams.
A second custodian was added as a client, expanding our perspective across the ecosystem.
6 RIA trade shows were sponsored and attended by ShellBlack, reinforcing what matters most to advisors.
If growth, M&A, or Salesforce optimization is on your roadmap for the year ahead, we’d love to be part of the conversation. https://www.shellblack.com/contact/
04/08/2026
Business process management (BPM) isn’t just about automation — it’s about scale, consistency, and control. As RIAs grow, manual workflows and rigid processes become operational risks. In our latest blog, we break down BPM for RIAs, how Salesforce supports BPM, and how choosing the right approach can deliver real efficiency gains — like saving 12 minutes per process.
If you’re using Salesforce but still relying on spreadsheets, emails, or static workflows, this one’s for you.
👉 Read the full blog: https://www.shellblack.com/wealth-management/scalable-salesforce-business-process-management-for-rias/
Click here to claim your Sponsored Listing.
