Managing wealth, retirement, and asset portfolios requires firms to balance personalized client service with strict regulatory compliance. Hexaview is transforming this space by building custom Salesforce applications that automate workflows, embed compliance, and integrate deeply with industry-specific processes.
Tailored Salesforce Solutions
Hexaview doesn’t offer generic software. Each Salesforce app is built from the ground up to meet the unique needs of financial services firms. For example, retirement plan administrators can use Hexaview’s custom modules to automate participant onboarding, track contribution limits, and generate compliance reports, all within Salesforce. Asset managers can leverage custom dashboards to monitor portfolios, reconcile trades, and track investment performance in real time.
Compliance Built Into Every Workflow
Regulatory compliance is embedded into Hexaview’s apps from day one. Standards such as SEC regulations, KYC/AML, and ERISA rules are integrated directly into workflows and data models. A WealthTech firm, for instance, can automatically flag suspicious transactions or generate audit-ready reports for regulators without manual intervention. This reduces human error, mitigates audit risk, and increases transparency for both clients and regulators.
Industry-Specific Features
Hexaview’s solutions include:
- Automated compliance reporting and audit trails for fiduciary-grade transparency.
- Custom trade and order management systems for efficient transactions, used by boutique asset managers handling complex equity or fixed-income trades.
- Risk profiling and client segmentation tools that help advisors deliver personalized investment strategies for high-net-worth individuals.
- API-first, secure architectures supporting multi-cloud deployments and rapid adaptation to evolving regulations, such as changes in retirement plan contribution rules.
Measurable Impact
Hexaview’s Salesforce apps deliver tangible ROI:
- Up to 40% reduction in audit exposure, helping firms pass regulatory reviews with minimal effort.
- Around 25 minutes saved per advisor per day, enabling wealth managers to spend more time with clients rather than on paperwork.
- Improved client engagement through faster onboarding, accurate reporting, and personalized portfolio insights.
Scalable, Secure, and Integrated
Hexaview leverages cloud-native, event-driven architectures for scalable solutions. Their apps integrate with custodial platforms, market data feeds, and reporting tools, enabling real-time portfolio analysis. Multi-factor authentication and enterprise-grade encryption protect sensitive client data at every step.
Turning Complexity Into Advantage
By transforming manual, siloed processes into automated, compliant, and client-focused workflows, Hexaview helps WealthTech, retirement, and asset management firms reduce risk, improve efficiency, and enhance client satisfaction. With Hexaview’s custom Salesforce apps, regulatory complexity becomes a competitive advantage rather than a burden.
Top comments (0)