Your FSC Investment Needs Protection.
Specialized maintenance, release management, and compliance optimization for wealth firms. We act as your fractional FSC Center of Excellence—eliminating the need for expensive in-house admins.
Compliance Uptime
Release Testing
North American Team
Ramp-up Time
"Day 2" Problems Are Expensive.
Don't let your FSC investment decay. Standard IT support cannot manage complex wealth management compliance.
Regulatory Drift
CIRO, SEC, and FINRA rules evolve constantly. If your FSC workflows stay static, you drift out of compliance. We patch your process gaps before the auditors find them.
The "Solo Admin" Risk
A good FSC Architect costs $180k+. A generalist Salesforce admin doesn't understand Wealth. We give you a senior team for less than the cost of one hire.
Release Anxiety
Salesforce updates 3x a year. Without testing, they break your custom flows. We manage every release sandbox-to-production so your advisors never face downtime.
Integration Issues
Portfolio systems, custodians, legacy platforms—connections break. Data sync fails. You need architects who know your stack and can fix it fast.
Right-Sized Support for Regulated Firms.
From essential maintenance to your complete fractional Center of Excellence.
Essential
Keep the lights on and the platform stable.
- Break/Fix Support
- User & Permission Management
- 3x/Year Release Testing
- SLA: 24 Hours
Professional
Proactive optimization to keep you compliant.
- Everything in Essential
- Monthly Compliance Reviews
- Regulatory Config Updates
- Priority Support Queue
- Dedicated Success Manager
Premium
Your fractional Center of Excellence.
- Everything in Professional
- Strategic Roadmap Planning
- Custom Development Hours
- Data Governance Audits
- Unlimited Team Training
Generic Support Can't Handle Wealth.
Most managed service providers treat you like a ticket number. We treat you like a fiduciary.
17+ Years
Financial Services Tech Experience.
100%
Senior North American Consultants.
Zero
Zero ramp-up. FSC specialists.
Common Questions
- What is FSC Managed Services?
- FSC Managed Services is ongoing support for firms that already have Salesforce Financial Services Cloud. We handle maintenance, release management, optimization, and regulatory compliance updates so your team can focus on clients—not platform upkeep.
- Do you replace our internal admin?
- We can. Or we can support them. Most firms use us as their "Level 3" escalation team for complex compliance architecture while their internal admin handles daily user access and basic reports.
- Do you support regulatory compliance updates?
- Yes. CIRO, SEC, and FINRA rules evolve. We help you stay current by monitoring regulatory changes, configuring updates, and ensuring your FSC workflows remain audit-ready. This is included in our Professional and Premium tiers.
- Do you support custom integrations?
- Yes. We specialize in maintaining integrations with custodians (Schwab, Fidelity, NBIN) and portfolio management systems (Orion, Black Diamond, Croesus).
- How do you handle Salesforce release updates?
- Salesforce releases updates three times a year. We test every release in a secure sandbox first, validate your custom flows and compliance configurations, and then deploy to production. Your advisors never face downtime.
- Can we add ComplianceFlow or Communications Compliance to our existing FSC?
- Absolutely. If you have FSC but lack compliance workflows or communications logging, we can architect and deploy those modules on top of your existing foundation.
Ready to Secure Your Salesforce Architecture?
Stop relying on solo admins and reactive break-fix support. Let our Center of Excellence manage your FSC environment.