Enterprise Experience. Boutique Attention.
We deliver the Salesforce architecture of a global consultancy with the responsiveness and accountability of a dedicated practice.
Bridging the Enterprise Gap
The Toronto Group (TTG) was founded by financial services technology leaders who identified a dangerous trend: wealth management firms were investing millions into Salesforce FSC, only to be left with generic implementations that didn't satisfy CIRO or SEC requirements.
Large consultancies brought resources but assigned junior staff to mid-market accounts. Generalist boutiques brought attention but lacked the technical depth for complex wealth management data models. TTG was built to solve both.
We provide enterprise-grade FSC architecture delivered by senior specialists who remain engaged from discovery through go-live. By leveraging a global network of certified architects and proprietary compliance accelerators, we give firms the power of an institutional Salesforce team without the institutional bureaucracy.
The TTG Standard
Technical Discovery First
We replace guesswork with architecture. Every engagement begins with a deep technical audit of your data, workflows, and regulatory obligations.
Outcome-Based Delivery
We don't sell billable hours; we sell business results. Success is measured by your compliance efficiency, advisor adoption, and data integrity.
Senior Accountability
Your project is led by FSC Accredited Specialists. You have direct access to the architects building your system—not a project manager proxy.
Regulatory Permanence
We build systems that evolve. Our methodology ensures your Salesforce environment remains compliant as CIRO, SEC, and FINRA rules change.
Specialization is Our Competitive Advantage
By focusing exclusively on wealth management, we've institutionalized the knowledge that generalists have to learn on your time.
- ✓ CIRO/SEC Pattern Recognition
- ✓ Pre-built FSC Accelerators
- ✓ Portfolio System Integrations
- ✓ Household Data Mastery
- ✓ Off-channel Comms Logging
- ✓ CCO Workflow Automation
Ready to Evolve Your Platform?
Schedule a conversation to discuss your technical roadmap with an FSC architect.