Connect BridgeFT through Connector Library to give your advisors a complete, real-time view of client custodial data inside Agentforce Financial Services, no manual data exports or third-party dashboards required. BridgeFT is a custodial and portfolio management data provider whose data populates the Financial Portfolio component on the Client Details page, where your advisors view portfolio health, analyze positions, and review transaction history. The BridgeFT connector also powers Run My Day, proactive alerts, and AI-driven chat, giving your advisors a single, accurate view of their clients after the initial data sync completes.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license, or in Agentforce 1 Financial Services Edition.
How: To get started, assign the required permissions and set up Connector Library. In Setup, find and select Connector Library, then click Explore Connections and select BridgeFT. Enter your API credentials, test the connection, and deploy your data streams to activate data ingestion into Data 360. After connecting, complete the Financial Portfolio setup to display custodial data on the Client Details page.