Household 360 · AUM rollup
Accounts aggregated · live from custodian
| Account | Custodian | Balance | YTD |
|---|---|---|---|
| Joint taxable | Schwab | $2.10M | +5.8% |
| IRA · Calloway Sr | Schwab | $1.18M | +6.4% |
| Roth · Calloway Jr | Fidelity | $420K | +6.9% |
| 529 · beneficiary | Fidelity | $112K | +4.1% |
Advisors. Households. AUM. One record.
RevenuePoint builds Salesforce Financial Services Cloud for RIAs, insurance, and accounting firms — with a household 360, custodian-synced portfolio rollup, life-event next-best-action, and compliance documentation on one record. Fully managed by RevenuePoint.
The pain · in numbers
11 hrs
per week an advisor spends reconciling custodian data into the CRM.
RIA benchmark
48%
of annual client reviews happen late because triggers sit in one person’s head.
RevenuePoint discovery
23%
of policies lapse preventably at growing-business P&C agencies.
Insurance ops benchmark
4 systems
a client service manager touches to onboard one new household.
Financial services ops discovery
A clean Salesforce record page
Household · The Calloway Household
This is the Lightning record page RevenuePoint builds for households teams. Every component below is live Salesforce — reading from the systems noted on each tile. Numbered callouts map to the components we install on day one.
Salesforce|Financial Services Cloud
JT
HomeHouseholdsReportsDashboardsMore ▾
H
Household›The Calloway Household · Legacy Advisor Partners
The Calloway Household · Legacy Advisor Partners
HNW · $4.8M AUM · advisor: T. Nakamura · relationship since 2016
Total AUM
$4.82M
YTD performance
+6.1%
Next review
06/10
KYC
Current
Advisor touches YTD
8
Life event
Retirement 2027
RelatedDetailsNewsActivity
Pulls from: Orion / Addepar
Next-Best-Action · Life Events
- Retirement planning · target 2027Refine cash flow plan · +1 meeting
- Annual review due06/10 · pre-meeting brief queued
- Unassigned cash · $84KMoved to sweep 05/01 · review allocation
- College 529 · on trackNo action needed
Policy & Coverage Matrix
Insurance · P&C + life
| Policy | Type | Renewal | Status |
|---|---|---|---|
| HO-2214 | Home | 09/01 | Active |
| AU-3018 | Auto | 07/14 | Active |
| UM-142 | Umbrella $2M | 09/01 | Coverage gap |
KYC + Document Checklist
- KYC verification
- Verified · 01/12/26
- Investment policy statement
- Signed · 03/04/26
- W-9
- On file · current
- Trust documents
- Missing · requested 04/29
- Marketing consent
- Opt-in · 02/14/26
1
Household 360 · AUM rollup
Every account across every custodian rolled up to the household, with allocation and performance. Advisors stop reconciling; they advise.
Source: Orion / Addepar
2
Next-Best-Action · Life Events
Life events and portfolio thresholds that warrant a touch — surfaced on the household with the advisor’s recommended next move.
Source: Foundry + FSC
3
Policy & Coverage Matrix
All active policies for this household with coverage limits, renewals, and claims — so advisors and service staff speak to the whole household.
Source: Applied Epic
4
KYC + Document Checklist
Compliance documents required for this household, with status, expiration, and audit trail.
Source: Salesforce + DocuSign
Data model
The objects we build on. The objects we add.
Financial Services Cloud gives us the household and financial account model natively. We extend with service request, onboarding task, and compliance objects.
Standard Salesforce
Person AccountHouseholdFinancial AccountFinancial HoldingFinancial GoalPolicyClaimInsurance Policy Coverage
Custom — built by RevenuePoint
Service_Request__cOnboarding_Task__cReview_Schedule__cCompliance_Doc__c
Integrations
Every system connected. Salesforce is where you work.
Custodians, portfolio accounting, and policy admin systems stay authoritative. We wire them into FSC so advisors and service staff work from live, reconciled data.
OR
Orion
Portfolio accounting
Holdings, performance, and billing for RIAs.
BL
Black Diamond
Portfolio accounting
Alternative portfolio system.
AD
Addepar
Portfolio accounting
Multi-custodian reporting for HNW.
EN
Envestnet
Portfolio accounting
Unified wealth platform path.
AP
Applied Epic
Policy admin (P&C)
Policy, coverage, claims data.
GU
Guidewire
Policy admin
Carrier-side integration for larger agencies.
DO
DocuSign
Agreements
IPS, engagement, KYC document workflow.
MA
Marketing Cloud
Campaigns
Client journeys and quarterly letters.
Lightning components
Integrations, rendered inside Salesforce.
Each tile below is a Lightning Web Component we install on the record page. Reps and managers see the other systems they depend on — without leaving the account.
Performance vs benchmark
Household performance against benchmark and target allocation.
Pulls from: Orion
YTD return
+6.1%
vs bench +5.8%
Since inception
+54%
8 yrs
Allocation drift
2.1%
within band
Tax-loss opp
$14K
YTD harvested
Review schedule
Upcoming client reviews with prep brief status.
Pulls from: Review_Schedule__c
| Date | Type | Prep | Advisor |
|---|---|---|---|
| 06/10 | Annual | Draft ready | T. Nakamura |
| 07/15 | Midyear | Not started | T. Nakamura |
| 08/04 | Ad-hoc · retire | Queued | T. Nakamura |
Stripe · Advisory fees
Fee billing, collection, and reconciliation against custodian deductions.
Pulls from: Stripe
- Q1 fee
- $6,042 · deducted
- Q2 fee
- $6,185 · scheduled
- Fee reconciliation
- Matched to custodian
- Method
- Custodian deduction
8x8 · Client service line
Inbound and outbound client calls logged to the household with recording links.
Pulls from: 8x8
- Inbound · beneficiary04/22 · 6 min · resolved
- Outbound · tax doc03/14 · 4 min · sent follow-up
- Inbound · rebalance02/08 · 11 min · escalated to advisor
Signature use cases
Three problems we solve in the first quarter.
i
Review triggers that do not get missed
Annual reviews, life events, and portfolio thresholds get tracked in one advisor’s calendar, and reviews slip.
How it works
- αReview_Schedule__c generates the next review 45 days out based on household agreement.
- βFoundry fires when allocation drift, life-event flags, or cash thresholds warrant an earlier touch.
- γAdvisor home page shows the list of reviews and the prep briefs ready to go.
Outcome
Reviews happen on time because they are scheduled centrally, not remembered.
ii
Policy renewal that catches the gap
P&C policies renew annually; gaps in coverage (umbrella below asset value, no ride-share endorsement) slip through service.
How it works
- αPolicies sync from Applied Epic with coverage limits and renewal dates.
- βRules flag coverage gaps against household assets and life events.
- γService reps see a prioritized renewal list with gap reasons attached.
Outcome
Policies renew intentionally with the right coverage — lapse rate drops and E&O risk lowers.
iii
Onboarding that runs like a checklist
A new household requires IPS, custodian paperwork, KYC, funding, and billing setup — tracked in email.
How it works
- αOnboarding_Task__c generates the full checklist on account creation.
- βDocuSign sends IPS and KYC forms; completion updates the task automatically.
- γClient service owns the checklist; advisor sees only exceptions.
Outcome
Onboarding time drops and nothing slips because the checklist lives on the record.
Foundry · Orchestrated intelligence
Foundry sits on top of a clean Salesforce.
Once your record page is clean, Foundry connects the rest of your stack — ERP, accounting, telephony, marketing — and delivers live dashboards, AI reports, and agents that take action. Fully managed by RevenuePoint.
I · Connect
Every system you run, on one warehouse.
We wire Salesforce, Redtail, Orion into a managed pipeline so Financial Svcs data matches on every side.
II · Illuminate
Live dashboards. Overnight AI analysis.
AUM and revenue dashboards by advisor, team, and office
III · Act
Agents watch, decide, and execute.
Client review trigger agents (anniversary dates, portfolio thresholds, life events)
A Financial Services agent, running todayWatcher
Client Review Trigger Watcher
Surfaces clients due for annual review, significant portfolio threshold breaches, and life-event signals. Sends each advisor a prioritized daily list with pre-populated meeting context.
RunsDaily at 7:00 AMSuccess100%Avg38s
11 hrs
Weekly advisor reconciliation time · RIA benchmark
The problem
Mid-market advisors spend over eleven hours a week reconciling custodian data into the CRM — time they would rather spend with clients, and time that drops advisor-to-household ratio below what the firm needs.
What we do
We wire Orion or Addepar into FSC so the household 360 reflects live positions. Advisors stop reconciling; service teams work from the same numbers; review prep happens once.
Outcome
Advisors reclaim a day a week. Client touches go up because the time is freed for them.
How we package the work
Fully managed by RevenuePoint. Three tiers.
Flat monthly pricing. Your single point of contact at RevenuePoint. We keep the instance clean as your business changes.
Foundation
4 weeks
A clean Financial Services record page with the signature components live.
- Discovery and current-state review
- Clean record page build with the custom components
- Core object + field cleanup
- Two primary integrations wired
- Named administrator for the life of the engagement
Most chosen
Rebuild
8–12 weeks
A full Financial Services rebuild — objects, components, automations, integrations.
- Everything in Foundation
- Custom object + permission model
- Four to six integrations (ERP, payments, comms, marketing)
- Flow and agent automation for the core workflows
- Foundry hook-up for live intelligence across systems
- User training and adoption workshops
Run
Ongoing monthly
Fully managed — we keep the instance clean as your business changes.
- Named administrator with monthly review cadence
- Integration maintenance when source systems change
- New components and reports on request
- Release and security updates handled by RevenuePoint
- Flat monthly fee — no hourly billing
Need to see the full managed-services pricing, or meet the team who runs it?
Common questions
Before you book a session.
See Financial Services on a clean Salesforce.
A 45-minute working session with a RevenuePoint architect. We walk the record page, name the integrations you need, and scope what's possible in the first 90 days.