⏺ The BridgeFT Connector for Agentic Advisor brings custodial and portfolio management
data from BridgeFT into Agentforce Financial Services, giving wealth advisors a unified view of
client wealth. Admins configure the connection through the Connector Library by validating API
credentials, setting up Data 360, and scheduling daily data syncs.
Required Editions
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Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
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- Set Up BridgeFT Connector for Agentic Advisor
Unify custodial account data from BridgeFT with your FSC client records for a complete view of client wealth. Set up your BridgeFT connector, configure advisor codes, and establish data governance to begin ingesting custodial data into Data 360.
- Create a Financial Custodian
Create a financial custodian to represent a third-party financial institution, such as a bank, that holds and secures client assets.
- Create a Financial Custodian Advisor
Create a financial custodian advisor to associate an advisor code with a specific advisor and financial custodian.
