Legacy Knight
A Dallas-based multi-family office managing both wealth management and private equity commitments needed one CRM that could handle the complexity of both. Cloud Nerd implemented Salesforce FSC with both navigation apps active — and kept expanding through four change orders.
Engagement at a glance
Salesforce FSCSalesforce Pardot
HubSpot
Box.comWealth Management + Private Equity
FSC navigation apps configured
From Practifi to Salesforce FSC
Data tables migrated
FSC templates + custom flows
Workflow automations
Pardot, automation, email, and relationship enhancements
Change orders executed
Legacy Knight occupies an unusual position — they serve high-net-worth families with traditional wealth management while managing private equity fund commitments from those same households. Practifi could support one model but not both. Fund objects, commitment tracking, and participant management were workarounds. The Web-to-Lead pipeline was disconnected. Marketing automation was on the roadmap but unconnected.
Cloud Nerd configured both Salesforce FSC navigation applications — the Wealth Management app for Household, Client, Financial Account, and Asset objects, and the Private Equity app for Fund, Fund Commitment, Fund Participant, and Fund Allocation objects. Sales Cloud and Service Cloud were configured alongside. Web-to-Lead from legacyknight.com was integrated. All 10 Practifi data tables were migrated. Post-launch change orders added Pardot, household relationship automation, and email roll-up features.
Legacy Knight advisors now see a client's wealth management relationship and fund commitments in one Salesforce record — with all related participants, allocations, and milestones tracked in the same platform. Commitment inquiries from the website flow directly into Salesforce. Pardot marketing automation is connected to the FSC database.
Practifi could model wealth management households reasonably well, but Fund Commitment, Fund Participant, and Fund Allocation objects were entirely absent — leaving private equity tracking in spreadsheets.
Commitment inquiries from legacyknight.com/commitments/ arrived via email with no automated routing, no CRM record creation, and no assignment to the correct advisor.
Pardot marketing automation was on the roadmap but had no Salesforce org to connect to — campaigns and prospect activity existed in complete isolation from the client database.
Cloud Nerd configured both FSC navigation applications — Wealth Management and Private Equity — plus Sales Cloud and Service Cloud, with five template workflows customized and three bespoke Salesforce Flow automations built.
Web-to-Lead from legacyknight.com/commitments/ was integrated into Salesforce with assignment rules routing inquiries to the appropriate advisor. Salesforce Inbox, Addepar, Box.com, and DocSend packages were configured.
Four post-launch change orders expanded the platform: Pardot connected to FSC, household relationship automation built for Contact-to-Contact and Account-to-Contact records, and an email roll-up feature surfacing communications at the household level.
Wealth management and private equity view in one record
Flow directly to Salesforce with automatic advisor assignment
Change orders — team kept building on the initial architecture
Practifi data migrated to Salesforce FSC
What's next
Legacy Knight continues to expand the Salesforce platform with Cloud Nerd — with additional Pardot campaign builds, enhanced household analytics, and Agentforce-powered fund performance reporting on the roadmap.
Technologies in this engagement
Salesforce FSCSalesforce Pardot
HubSpot
Box.comReady to do this?
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