If you’re an RIA (Registered Investment Advisor), managing client relationships can feel overwhelming. There are so many steps — onboarding new clients, handling reviews, following compliance rules — and keeping track of it all can get messy fast.
Most teams try to manage this through emails, spreadsheets, and Slack messages. But that often leads to mistakes, delays, and confusion.
That’s why Salesforce built Action Plans — to help RIAs stay on top of their work, save time, and give clients a smoother experience.
Action Plans are simple tools in Salesforce that let you group a list of tasks together. They help your team follow a clear process every time.
With Action Plans, you can:
As Jonathan Peckham, SOLVD Consulting Manager, explains:
“One of the big pain points I see with RIAs is having to manage complex processes that have a lot of steps, like client onboarding or preparing for annual reviews.”
Let’s say you want a smooth onboarding process for new clients. An Action Plan in Salesforce could look like this:
As Jonathan Peckham says:
“Action Plans allow you to group interdependent tasks into a standardized process.”
One of the best parts about Action Plans is that Salesforce keeps everything in order. Tasks show up when they’re ready to be worked on. If one task needs to wait for another to finish — Salesforce handles that.
Jonathan Peckham, SOLVD Consulting Manager explains:
“As you can see, using Action Plans, you can make it really easy to track progress on processes that have a lot of steps.”
Using Action Plans in Salesforce helps RIAs:
If your team is wasting time juggling tasks in spreadsheets and emails, it’s probably time for a better way.
SOLVD.cloud helps RIAs like yours set up Action Plans in Salesforce — so your team can focus less on busywork and more on serving clients well.
Want to see how Action Plans can help your team?
→ Schedule a free consultation with SOLVD.cloud today.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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