Use Connector Library to connect external financial data providers, such as BridgeFT for custodial and portfolio data, and bring a unified, accurate view of client wealth directly into Agentforce Financial Services advisor experiences.
- Connect Third-Party Financial Data Providers with Connector Library
Connector Library lets you connect external financial data providers directly in Setup, no IT support or manual configuration required. Validate API credentials, configure Data 360, deploy Data 360 data bundles, configure advisor codes for accurate data attribution, and manage stream refreshes from a single interface. After connecting, Connector Library schedules daily data syncs and shows real-time connection status through the Integration Status Panel, where you can monitor data freshness and manually trigger refreshes. - Connect BridgeFT Custodial Data to Agentforce Financial Services
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.