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.
Eliminate Manual Data Entry
Across Your RIA Tech Stack
Keep client data synchronized
across every system
Eliminate hours spent reconciling
CRM and portfolio data
Ensure advisors always have
the latest client information
Reduce manual data entry and
duplicate client records
Get a Free RIA Workflow Audit
In a 15-minute consultation we’ll identify:
- Where client data is breaking down
- Which manual workflows can be automated
- How your CRM, custodian, and portfolio
systems can be connected - Opportunities to reduce duplicate data entry
Complete the form or reach out to sales@cloudqix.com.
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