Advent APX and Salesforce

Integration Packages

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Best of both worlds – Salesforce & Advent APX

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The Advent APX portfolio management tool is an industry leading solution for wealth management, asset management, and family offices and Salesforce CRM is the premier customer relationship management and sales tool.

The combination of Advent APX and Salesforce CRM brings together two industry leading powerhouse products that will optimize and streamline all of your asset or wealth management firm operations.

Benefits

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Advent APX by itself has limited CRM functionality and no mobile access to data, no complete customer view, and no view of pipeline. With a Salesforce to Advent APX integration you get : Complete 360 customer view Mobile access to data on smart phones and tablets Increased sales, reduced dropped sales, better customer experience Complete pipeline view and accurate forecasting Improved remote efficiency of sales team

How does it work?

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Component Overview

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Leveraging Informatica Cloud and Informatica Secure agent information is easily sent between Salesforce and Advent APX past the firewalls

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Leveraging Informatica Secure agent in the clients network information is easily sent between Advent APX and Salesforce

Success Stories

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“Mansa was recommended to my firm for our Salesforce implementation so that

we could integrate with Advent. Not only were they knowledgeable and experienced in this, but it has become the perfect working system for our sales team. They really are experts at what they do!”

Emily Burt - VP Marketing, Communications, and Business Development

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Integration Packages

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Data Interfaces Tall Grande Venti

Advent APX Salesforce

Clients and Contacts Accounts, Person Accounts, or Contacts

Portfolios Financial Accounts or Portfolios

Client – Portfolio Relationships

Client – Portfolio Relationships

Market Value Portfolios custom fields

Realized Gain / Loss Portfolios or Custom Object

Performance Portfolios or Custom Object

Contact Groups Relationship Groups or Households

Contact Group Members

Relationship Group Members

Positions Holdings or Custom Object

Securities WM Assets or Custom Object

Activities Activities

Approximate Timelines 4 - 6

weeks 6 – 8

weeks 8 -10 weeks

Approximate Project Cost $19297 $24297 $31297

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Highlights

Integration using Informatica Cloud integration platform No coding required Easy to maintain the integration process Baseline integration templates available

Assumptions

Customer already implemented Salesforce and Advent APX

Data is clean and no data cleanup required Customer is responsible for all reports, import/export

processes, and job scripting on Advent APX side for import/export of required data

Cost & Estimates

Estimated project costs and timelines are guidelines only. We will provide detailed statement of work once we discuss the specific requirements with the customer

Informatica Cloud is a middleware that will have additional subscription cost. List price is $1000 per month

Blog Posts mansasys.com/blog/get-the-best-of-both-worlds-integrate-advent-apx-and-salesforce-crm/

mansasys.com/blog/best-practices-for-a-highly-successful-salesforce-integration/ mansasys.com/blog/3-behind-the-scene-examples-of-integrating-advent-apx-with-salesforce/

Webinar Get a complete view of your customers by moving to Salesforce CRM- Cardinal's Success Story http://www.youtube.com/watch?v=YkyLu0uB-Xo

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Additional Resources

We would love to hear from you!

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Daniel Sisson Business Development Director O 1.415.293.8297 M 1.619.715.8122 daniel.sisson@mansasys.com http://mansasys.com/