Achieve Superior Client Management with Revenue Cloud Solutions

Registered Investment Advisors (RIAs) need comprehensive insights into their marketing efforts and business performance. Key data metrics such as appointment conversion ratios, marketing campaign ROI, advisor pipelines, and up-to-date client account insights are essential for driving success. Efficiently tracking ongoing service requests is also critical.

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Are Inefficient Processes Costing You Valuable Leads?

Most advisors rely on multiple spreadsheets to manage their data, which leads to significant issues:

  • High man-hours required to maintain data
  • Unreliable and outdated information
  • Lost or cold leads due to delayed follow-ups
  • Complex data that frequently causes spreadsheet errors
  • Inefficient marketing spending with no clear process for lead nurturing

These challenges prevent RIAs from effectively managing their business and converting leads into clients.

Don't Settle for Subpar CRM Solutions

Other CRMs lack the customization and automation that Salesforce provides. RIAs require tailored solutions to fit their unique processes, which generic CRMs cannot offer.

Additionally, competitors’ CRMs often require exporting data to spreadsheets for analysis, leading to wasted time and outdated metrics. Salesforce, on the other hand, offers robust automation and reporting capabilities, ensuring real-time data access and accuracy.

Experience the SOLVD Difference

customizable crm

Tailor your CRM to track every key metric unique to your business.

integrated data management

Manage marketing efforts, campaign ROI, conversion ratios, advisor performance, client service needs, and live account data seamlessly.

Simplified Processes

Eliminate the need for multiple spreadsheets and manual data entry, ensuring accurate and up-to-date information at your fingertips.

comprehensive tracking

Track marketing efforts, advisor performance, client service needs, and more in one unified platform.


Pardot Setup/Training

$ 3000
  • Salesforce Integration
  • Technical & Segmentation Setup
  • User Training
  • 15-Hour Bucket over a 2-Week Timeline

Pardot Quickstart

$ 6000
  • Salesforce Integration
  • Technical & Segmentation Setup
  • User Training
  • Engagement Studio Setup
  • 30-Hour Bucket over a 3-Week Timeline

Custom Pardot Implementation

Pricing to be determined
  • Free Expert Consultation to Determine Needs
  • Personalized solutions
  • On-going Support models available

Still Have Questions? We’ve Got Answers

With extensive experience in over 50 CPQ/Revenue Cloud implementations, we understand the specific needs of RIAs. Our consultative approach and industry expertise ensure that we deliver solutions tailored to your business.

We integrate marketing systems to track campaign ROI, conversion ratios, and more, providing you with clear insights into your marketing efforts.

SOLVD leverages Salesforce Revenue Cloud to automate and streamline data management, ensuring accuracy and reducing errors. This results in efficient operations and real-time insights.

We have experience integrating Salesforce with various financial systems like E-money, Wealthscape, Schwab, Black Diamond, and Orion to provide a unified data view.