ShellBlack | Your Trusted Salesforce Partner Since 2010
@shellblack.bsky.social
ShellBlack is a proven Salesforce partner with a targeted focus on the financial services industry. Our certified consultants are experts in Salesforce implementation and configuration. shellblack.com
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Hone Your CRM to a Competitive Edge
[Salesforce Partner Since 2010 logo]
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Salesforce Agentforce for RIAs
The state of AI for wealth management
[Salesforce Partner Since 2010 logo]
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40% of Barron's Top 20 RIA & Mega RIA Firms Partner with ShellBlack
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Ongoing Salesforce Support
Flexible, expert help for Financial Services
[Salesforce Partner Since 2010 logo]
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![900+ Wealth Data Sources
Multi-Custodial Data Aggregator for FSC
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Remember & Honor
Memorial Day
ShellBlack
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Maximize Your Salesforce Investment
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Another Year of WealthTech Wins
Growing: 31 new wealth firms
Migrating: 44 M&A data conversion
Delivering: 68 Salesforce projects
Connecting: 6 RIA trade shows sponsored
Expanding: Second custodian client
Leading: Only Salesforce Partner on Kitces Service Map
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![Trusted Salesforce Implementation Partner
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Scalable Salesforce Business Process Management for RIAs
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Partner with ShellBlack for Expert Guidance
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![Faster Deployment, Faster ROI
FSC Implementation Accelerator
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Increase CRM Efficiency
Partner with ShellBlack to maximize Salesforce
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[Salesforce Partner Since 2010 logo]
The ONLY Salesforce Partner Recognized by Kitces
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Empower Your Advisors
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Implement
Grow
Succeed
[Salesforce Partner Since 2010 logo]
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![900+ Wealth Data Sources
Multi-Custodial Data Aggregator for Salesforce FSC
Top Providers Supported:
Schwab Advisor Services (Charles Schwab)
Fidelity Institutional
Pershing Advisor Solutions
Pershing LLC
National Financial Services LLC (NFS)
Apex Clearing Corporation
DST Financial Advisor Network
Interactive Brokers
[Salesforce AppExchange logo]
[ShellBlack logo + BridgeFT logo]
Wealth Management Accelerator](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreifshwoeesos7jxdan3dfx4gb7ljr4loysjr4z2soxx3puqqpyruui)
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Title: Wealth Experts for Salesforce FSC
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M&A Force Multiplier
Data migrations to keep your team focused on what they do best
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![Training: Your Strategic Advantage
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Testimonial: I would recommend the ShellBlack team to financial advisors and have already mentioned them to a few peers. — Wealth Management Client in PA
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Seasons Greetings
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![Kitces.com logo, Salesforce Partner since 2010 [image] and text: Recognized for our Accelerators. shellblack.com](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiea3yzoxjrzpb75etrkjdrg34liezeqk5dfj4vgecimixqpubs4xe)
