Concord Wealth Partners
A wealth advisory firm needed to leave Practifi and land on a platform that could handle their entire client lifecycle — CAM processes, automated meeting workflows, AUM reporting, and six tool integrations. Cloud Nerd built it on Salesforce FSC in fourteen weeks.
Engagement at a glance
Salesforce FSC
Orion Connect
Box.com
eMoneyPardotData objects migrated from Practifi to Salesforce FSC
Orion, Box, eMoney, Pardot, Calendly, and Office 365 connected
Discovery through production deployment
CAM process, meeting scheduling, and annual review workflows
Concord Wealth Partners had outgrown Practifi. The platform couldn't support their CAM (Capital Advisor Management) process model, lacked the automation they needed for client meeting scheduling and annual reviews, and didn't provide the AUM/revenue reporting their leadership required. Moving to Salesforce FSC meant migrating 30 object types without losing relationship history and operational continuity.
Cloud Nerd built the full FSC platform from the ground up: CAM processes as structured Salesforce tasks allowing advisors to request model changes, cash raises, and proposal requests from the operations team; automated workflows for meeting scheduling (triggering prep tasks 14 days before a scheduled review); death process, account transfer, and client onboarding flows; a custom client tear sheet PDF; and six integrations connecting Orion for real-time AUM data, Box for document storage, eMoney for financial planning data, Pardot for marketing automation, Calendly for scheduling, and Office 365 for email.
Concord launched with a wealth management platform purpose-built for how they operate — CAM processes enforced in the CRM, Orion AUM data surfaced inside Salesforce for every client, automated meeting prep eliminating manual scheduling reminders, and every major tool the firm relies on feeding into one system.
Practifi's data model differs significantly from Salesforce FSC. Contacts, households, financial accounts, notes, tasks, and relationship data all needed to be extracted, reformatted, and mapped before they could be cleanly imported into FSC's object structure.
Advisors needed to request Capital Advisor Management actions — open accounts, change models, raise cash, request proposals — from the operations team through the CRM. There was no structured process: all requests happened by email with no tracking, SLA, or audit trail.
The operations team had no system to automatically identify which clients needed meeting prep at 30, 60, or 90 days out. Every meeting preparation task was manually identified and assigned, creating inconsistency and occasional missed client reviews.
Cloud Nerd mapped the full Practifi data model, designed the Salesforce FSC object architecture, and produced the complete field mapping for the 30-object migration.
Cloud Nerd built the complete FSC configuration, deployed all workflow automation, and connected all six third-party systems.
Cloud Nerd executed the full 30-object Practifi data migration, built out the reporting suite, delivered training, and launched production.
Migrated from Practifi to Salesforce FSC without data loss
Orion, Box, eMoney, Pardot, Calendly, and Office 365 live on day one
CAM requests, meeting prep, and annual review triggers replacing email workflows
Real-time Orion portfolio data visible on every Salesforce client record
What's next
Concord Wealth Partners is evaluating Salesforce FSC AI features for proactive client outreach recommendations, using Orion portfolio data as the input signal for advisor alerts.
Technologies in this engagement
Salesforce FSC
Orion Connect
Box.com
eMoneyPardot
Calendly
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