---
schema_version: "1"
id: 6a9117af1c4ee59dfd609b09d45fee9f729dd39a5015e326ddc03913962f2a35
title: BridgeFT Connector for Agentic Advisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_bridgeft_connector_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_bridgeft_connector_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8ff0781756f033cbfc912f7e66733b6639aa0eb0997cc6e68a5ac09ba3706626
description: 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.
products:
  - Financial Services
release: "264"
---
# BridgeFT Connector for Agentic Advisor

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?id=ind.fsc_connector_library.htm&release=264.0.0&type=5 "Connector Library provides one-click, certified data provider installations to automate ingestion, eliminate manual errors, and centralize real-time information for seamless activation. Admins can connect custodial and portfolio management data providers directly from Setup, without IT support. From a single interface, admins configure credentials, Data 360, advisor codes, and data streams to power advisor experiences like the Client Detail page and alerts.").