CUSTOMER STORY
Veritas Wealth Management
With over 25 years of wealth management experience, Veritas is founded on a proven history of successfully meeting diverse client needs. We focus on all facets of private wealth management providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency, and scale. We offer a range of customized solutions, insights and best practices to help improve the financial wellness of your specific situation.
TECHNOLOGIES INVOLVED
Business Case
Veritas Financial offers highly customized investment advice and guidance to individuals, families, and businesses. The firm approached Plative to integrate its portfolio management system and custodian in order to provide real-time recommendations to their clients.
Solution
Salesforce Financial Services Cloud is the backbone that manages all clients and onboarding process. Orion Connect was implemented to sync individual, household, and financial account information. Plative used lightning components to visualize relationships, surfacing key client information in order to generate tearsheets using Conga Composer.
Outcomes
With Financial Services Cloud, Veritas can manage their entire book of business from one system. This enables Veritas to communicate in real-time with their clients and prospects in order to achieve their AUM goals for 2020, and beyond!
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