Unify custodial account data from BridgeFT with your Financial Services client records
for a complete view of client wealth. The BridgeFT Connector for Agentic Advisor brings
custodial and portfolio management data into Agentforce Financial Services through the Connector
Library.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with the
Agentforce for Financial Services add-on license or included in Agentforce 1
Financial Services Edition |
Admins connect to BridgeFT by validating API credentials, configuring Data 360, deploying
data bundles, and registering advisor codes for accurate data attribution. When active, the
connector schedules daily data syncs and shows real-time status so admins can monitor data
freshness and trigger refreshes as needed. With client data flowing into Salesforce, wealth
advisors gain a unified view of their book of business through Client Details page, alerts,
and AI-driven chat.
Learn how to set up
and use Connector Library.
