This is how most RIAs are operating today
Custodian data lives in Pershing
(or Schwab, Fidelity)
Client workflows live in
Salesforce or Wealthbox
Reporting tools sit in another
system entirely
Advisors don’t have real-time
visibility into client activity
Reporting and communication
take longer than they should
Errors and inconsistencies
creep in
You don’t have a system problem. You have a connection problem.
CloudQix connects the systems you already use
We don’t replace your tools. We make them work together.
What we actually do:
- Sync custodian transaction data directly into your CRM
- Keep client records consistent across systems in real time
- Automate workflows that currently require manual steps
- Trigger actions based on data updates (not manual effort)
The result? A single source of truth with no duplicate work and less time spent managing data.
Customer Story
Nexus One had the same issue most RIAs face.
Before CloudQix:
- Transaction data lived in Pershing
- Client records and workflows lived in Salesforce
- Their team manually bridged the gap
This slowed down operations and limited visibility.
What CloudQix built:
A real-time integration between Pershing and Salesforce.
- Transaction data now syncs directly into the CRM
- No manual data entry
- No switching between systems
What changed:
Advisors gained immediate visibility into client activity
Client communication became faster and more personalized
Operations became significantly more efficient
Where this shows up in your firm
This isn’t one workflow. It’s everywhere.
Client onboarding and account setup
Ongoing client data updates
Reporting and performance tracking
Advisor prep and communication
Anywhere your team is manually moving data, CloudQix removes that work.
What your firm looks like
when systems are connected
Advisors work from complete,
real-time data
Operations teams stop
reconciling systems
Client communication becomes
proactive, not reactive
Your team spends more time on
clients, not admin
See how this would work for your firm
We’ll walk through your current systems and show you:
- Where data is breaking down
- What can be automated
- How your systems can be connected
michael v LP
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