Deepen Client Relationships. Grow Your Practice.

We tailor Salesforce Financial Services Cloud for NY financial professionals, providing a unified platform to manage clients, portfolios, and compliance with surgical precision.

Transform Your Client Management
Modern financial district office skyline in New York City representing wealth management expertise

A Complete Platform for Your Practice

Advanced wealth management CRM tools designed for the modern advisor.

Holistic Client Portfolios

Get a 360-degree view of clients and households, including assets, liabilities, and complex financial goals in a single dashboard.

Streamlined Onboarding

Automate new client intake with guided workflows and integrated digital document management for a frictionless start.

Proactive Relationship Management

Never miss a beat with automated tracking for key life events and client interactions to provide timely, personalized advice.

Compliance & Reporting

Simplify complex regulatory requirements with built-in audit trails and automated SEC/FINRA reporting features that save your team hours of manual labor.

Abstract glowing shield representing financial data security

Security and Compliance First

At DuneForge Solutions, we understand that in financial services, data security is non-negotiable.

  • Adherence to highest institutional security standards.
  • Configuration for FINRA and SEC compliance.
  • Advanced field-level encryption and event monitoring.
  • Robust permission sets for internal risk mitigation.

"The level of detail in their householding configuration changed how we view our practice."

Sharvonne Keetch

Wealth Manager

DuneForge Solutions's team has a deep understanding of the financial advisory space. They configured Financial Services Cloud perfectly for our needs, saving us hours on compliance tasks every single month.

Pemberton Wieczorkowski

Principal, NYC Wealth Management Firm

Why did we choose DuneForge Solutions?

Because they actually understand AUM growth and New York's unique regulatory landscape. They are tech partners who speak finance.

Lachuly Varrial

Compliance Officer

Ready to Elevate Your Advisory Practice?

Let's discuss how Salesforce can help you build stronger client relationships and a more efficient practice. Our New York team is ready to assist.

Book Your Confidential Consultation