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Salesforce Activity Capture for Wealth Management

Complete Client Record Sync For
Wealth Management Firms

Complete Client Record Sync For
Wealth Management Firms

Advanced advisor activity coverage in Salesforce
- advanced controls, deep customization, built for compliance.

Advanced advisor activity coverage in Salesforce
- advanced controls, deep customization, built for compliance.

Advanced advisor activity coverage in Salesforce
- advanced controls, deep customization, built for compliance.

Book a Demo

The problem space

Most Activity Capture Tools
Were Not Built for Wealth Management.

Your current sync tools are built around sales teams, not around how wealth advisors work.

Your current sync tools are built around sales teams, not around how wealth advisors work.

The client record is never complete.

Keeping it current depends on manual entry. Training hasn't fixed that. Enforcement hasn't either. A record that depends on what someone remembers is never complete.

The client record is never complete.

Keeping it current depends on manual entry. Training hasn't fixed that. Enforcement hasn't either. A record that depends on what someone remembers is never complete.

The sync drops things without warning.

Recurring meetings stop syncing. Emails land on the wrong record. Some land in another advisor's account. No error appears. The gap shows up months later.

The sync drops things without warning.

Recurring meetings stop syncing. Emails land on the wrong record. Some land in another advisor's account. No error appears. The gap shows up months later.

Most sync tools are an on/off switch.

All or nothing. No middle setting. You can't separate client email from internal. You can't hold back a sensitive conversation. You can't choose how long anything is kept.

Most sync tools are an on/off switch.

All or nothing. No middle setting. You can't separate client email from internal. You can't hold back a sensitive conversation. You can't choose how long anything is kept.

Security is the hardest problem in advisory sync.

Most tools send your advisors' emails and meetings through their own servers before anything reaches Salesforce. Some pass it to outside AI systems. Every step is somewhere your firm no longer controls its own client data.

Security is the hardest problem in advisory sync.

Most tools send your advisors' emails and meetings through their own servers before anything reaches Salesforce. Some pass it to outside AI systems. Every step is somewhere your firm no longer controls its own client data.

The client record is never complete.

Keeping it current depends on manual entry. Training hasn't fixed that. Enforcement hasn't either. A record that depends on what someone remembers is never complete.

Most sync tools are an on/off switch.

All or nothing. No middle setting. You can't separate client email from internal. You can't hold back a sensitive conversation. You can't choose how long anything is kept.

The sync drops things without warning.

Recurring meetings stop syncing. Emails land on the wrong record. Some land in another advisor's account. No error appears. The gap shows up months later.

Security is the hardest problem in advisory sync.

Most tools send your advisors' emails and meetings through their own servers before anything reaches Salesforce. Some pass it to outside AI systems. Every step is somewhere your firm no longer controls its own client data.

The fix

Activity Capture and Sync by Revenue Grid.
Built for Wealth Management Firms.

Activity capture and sync by Revenue Grid. Built for wealth management firms.

Captures every client email and meeting. Automatically.
Into Salesforce. On rules your firm sets.

Captures every client email and meeting. Automatically. Into Salesforce.
On rules your firm sets.

Automatic capture

Automatic capture — every email, meeting and task, history included

Nothing gets logged by hand. Advisors keep working in Outlook. Salesforce fills itself, years of history included.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Automatic capture

Automatic capture — every email, meeting and task, history included

Nothing gets logged by hand. Advisors keep working in Outlook. Salesforce fills itself, years of history included.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Automatic capture

Automatic capture — every email, meeting and task, history included

Nothing gets logged by hand. Advisors keep working in Outlook. Salesforce fills itself, years of history included.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.
RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Complete activity sync

Complete activity sync — threads, recurring meetings, cancellations

Threads sync as threads. Recurring meetings hold, cancellations reflect. No duplicates, nothing on the wrong record.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Complete activity sync

Complete activity sync — threads, recurring meetings, cancellations

Threads sync as threads. Recurring meetings hold, cancellations reflect. No duplicates, nothing on the wrong record.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Complete activity sync

Complete activity sync — threads, recurring meetings, cancellations

Threads sync as threads. Recurring meetings hold, cancellations reflect. No duplicates, nothing on the wrong record.

Capture on your terms

Capture on your terms — what syncs, who sees it, how long it stays

Client conversations in, internal traffic out. You choose who sees what. Retention as long as you require.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Capture on your terms

Capture on your terms — what syncs, who sees it, how long it stays

Client conversations in, internal traffic out. You choose who sees what. Retention as long as you require.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Capture on your terms

Capture on your terms — what syncs, who sees it, how long it stays

Client conversations in, internal traffic out. You choose who sees what. Retention as long as you require.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.
RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Security and compliance

Security and compliance — built to pass your review

Your data stays in your Salesforce, hosted where you choose. Access follows your firm's hierarchy. SOC 2, ISO 27001, GDPR, HIPAA.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Security and compliance

Security and compliance — built to pass your review

Your data stays in your Salesforce, hosted where you choose. Access follows your firm's hierarchy. SOC 2, ISO 27001, GDPR, HIPAA.

RevenueGrid Salesforce sidebar capturing emails and syncing CRM contact data directly from inbox communication.

Security and compliance

Security and compliance — built to pass your review

Your data stays in your Salesforce, hosted where you choose. Access follows your firm's hierarchy. SOC 2, ISO 27001, GDPR, HIPAA.

How Revenue Grid works

Runs in the background.
Nothing changes for advisors.

No plugin to install, no habit to build, no advisor action anywhere in the chain.

1

Server-side sync

Server-side sync, no advisor device involved

The engine runs between Microsoft 365 or Google and your Salesforce. A reply sent from a phone at 10pm lands in Salesforce. Whether Outlook is open makes no difference.

1

Server-side sync

Server-side sync, no advisor device involved

The engine runs between Microsoft 365 or Google and your Salesforce. A reply sent from a phone at 10pm lands in Salesforce. Whether Outlook is open makes no difference.

1

Server-side sync

Server-side sync, no advisor device involved

The engine runs between Microsoft 365 or Google and your Salesforce. A reply sent from a phone at 10pm lands in Salesforce. Whether Outlook is open makes no difference.

2

Record matching

Record matching, so activity lands on the right client

Attendee and address data decide the association. Emails and events map to Contacts, Leads, Opportunities and your own custom objects. Multi-attendee and cross-time-zone events are handled, not guessed.

2

Record matching

Record matching, so activity lands on the right client

Attendee and address data decide the association. Emails and events map to Contacts, Leads, Opportunities and your own custom objects. Multi-attendee and cross-time-zone events are handled, not guessed.

2

Record matching

Record matching, so activity lands on the right client

Attendee and address data decide the association. Emails and events map to Contacts, Leads, Opportunities and your own custom objects. Multi-attendee and cross-time-zone events are handled, not guessed.

3

Inbox sidebar

Inbox sidebar, for what only a person can add

Advisors log a call, save an email to a specific record, or add a note without leaving Outlook. Salesforce templates and records are editable from the sidebar. The judgment calls stay human; the logging doesn't.

3

Inbox sidebar

Inbox sidebar, for what only a person can add

Advisors log a call, save an email to a specific record, or add a note without leaving Outlook. Salesforce templates and records are editable from the sidebar. The judgment calls stay human; the logging doesn't.

3

Inbox sidebar

Inbox sidebar, for what only a person can add

Advisors log a call, save an email to a specific record, or add a note without leaving Outlook. Salesforce templates and records are editable from the sidebar. The judgment calls stay human; the logging doesn't.

4

Native integrations

Native integrations across the stack you already run

Microsoft 365, Exchange, Google Workspace, Zoom, GoToMeeting and Salesforce, connected natively. Existing tools keep working. They get a complete record for the first time.

4

Native integrations

Native integrations across the stack you already run

Microsoft 365, Exchange, Google Workspace, Zoom, GoToMeeting and Salesforce, connected natively. Existing tools keep working. They get a complete record for the first time.

4

Native integrations

Native integrations across the stack you already run

Microsoft 365, Exchange, Google Workspace, Zoom, GoToMeeting and Salesforce, connected natively. Existing tools keep working. They get a complete record for the first time.

What a Complete Record Changes.

400% more activity captured in CRM needs "VDA, Inc." attached — unnamed aggregate stats are a dead message per channels/messaging.md. "85% fewer data entry errors" and "80% less time on scheduling and reporting" need named companies or they come out.

10x

auto-captured calendar
events in Salesforce

Deployed on the bank's own servers. Access follows Salesforce hierarchies, and private meetings stay visible only to the people attached to them.

Multi-billion-dollar US commercial bank

+15

hours per banker, per week

Time back from double-booked appointments, calendar conflicts and manual logging.

Same institution, 90-day average

+10

hours more time with clients,
per advisor, per week

Administrative work moves off the advisor. The client-facing hours are what's left.

Revenue Grid wealth management customers

Why it holds up

Every Control a Wealth Firm Asks For.

The difference between a capture tool and a capture layer is what you can configure. Here is the list.

See Revenue Grid in action

Complete activity sync

Emails, meetings, contacts, tasks and attachments, captured server-side and written to the right Salesforce record.

Complete activity sync

Emails, meetings, contacts, tasks and attachments, captured server-side and written to the right Salesforce record.

Complete activity sync

Emails, meetings, contacts, tasks and attachments, captured server-side and written to the right Salesforce record.

Full thread-level sync

Threads sync as threads. Quoted text is removed automatically, so one conversation is one record and not fifteen copies of itself.

Full thread-level sync

Threads sync as threads. Quoted text is removed automatically, so one conversation is one record and not fifteen copies of itself.

Full thread-level sync

Threads sync as threads. Quoted text is removed automatically, so one conversation is one record and not fifteen copies of itself.

Full history backfill

Import email and calendar from before go-live. Multi-year, not a six-month window.

Full history backfill

Import email and calendar from before go-live. Multi-year, not a six-month window.

Full history backfill

Import email and calendar from before go-live. Multi-year, not a six-month window.

Capture rules

Filters and logic decide what syncs, set once by an admin and applied across the firm. Client conversations in, internal traffic out.

Capture rules

Filters and logic decide what syncs, set once by an admin and applied across the firm. Client conversations in, internal traffic out.

Capture rules

Filters and logic decide what syncs, set once by an admin and applied across the firm. Client conversations in, internal traffic out.

Selective logging

An advisor flags a thread with an Outlook category or a Google label. That decision governs whether it syncs.

Selective logging

An advisor flags a thread with an Outlook category or a Google label. That decision governs whether it syncs.

Selective logging

An advisor flags a thread with an Outlook category or a Google label. That decision governs whether it syncs.

Role-based visibility

Visibility policies follow your firm's own Salesforce hierarchy. Private and internal events stay excluded or restricted.

Role-based visibility

Visibility policies follow your firm's own Salesforce hierarchy. Private and internal events stay excluded or restricted.

Role-based visibility

Visibility policies follow your firm's own Salesforce hierarchy. Private and internal events stay excluded or restricted.

Unlimited data retention

Your data stays in Salesforce as long as you need it. No 24-month cap, no forced purge, no compliance compromise.

Unlimited data retention

Your data stays in Salesforce as long as you need it. No 24-month cap, no forced purge, no compliance compromise.

Unlimited data retention

Your data stays in Salesforce as long as you need it. No 24-month cap, no forced purge, no compliance compromise.

Custom object sync

Capture against standard and custom Salesforce objects natively. No Flows, no workarounds, no admin project.

Custom object sync

Capture against standard and custom Salesforce objects natively. No Flows, no workarounds, no admin project.

Custom object sync

Capture against standard and custom Salesforce objects natively. No Flows, no workarounds, no admin project.

Attachment sync

Proposals, statements and agreements sync to the right record alongside the activity. Rules exclude what should never leave the inbox.

Attachment sync

Proposals, statements and agreements sync to the right record alongside the activity. Rules exclude what should never leave the inbox.

Attachment sync

Proposals, statements and agreements sync to the right record alongside the activity. Rules exclude what should never leave the inbox.

Automatic record creation

New email and meeting participants become Contacts and Accounts in Salesforce. No advisor action, no missing records.

Automatic record creation

New email and meeting participants become Contacts and Accounts in Salesforce. No advisor action, no missing records.

Automatic record creation

New email and meeting participants become Contacts and Accounts in Salesforce. No advisor action, no missing records.

Calendar sync across every system in use

Outlook, Exchange, Google Calendar and Salesforce. Creation, updates and cancellations reflect automatically. Recurring meetings hold.

Calendar sync across every system in use

Outlook, Exchange, Google Calendar and Salesforce. Creation, updates and cancellations reflect automatically. Recurring meetings hold.

Calendar sync across every system in use

Outlook, Exchange, Google Calendar and Salesforce. Creation, updates and cancellations reflect automatically. Recurring meetings hold.

Scheduling controls

Working hours, time zones, buffers, booking windows and meeting limits. Route to the right person, or book on a colleague's behalf.

Scheduling controls

Working hours, time zones, buffers, booking windows and meeting limits. Route to the right person, or book on a colleague's behalf.

Scheduling controls

Working hours, time zones, buffers, booking windows and meeting limits. Route to the right person, or book on a colleague's behalf.

Flexible deployment

Our cloud, your private cloud, or your own premises. Deploy in the environment your security review requires.

Flexible deployment

Our cloud, your private cloud, or your own premises. Deploy in the environment your security review requires.

Flexible deployment

Our cloud, your private cloud, or your own premises. Deploy in the environment your security review requires.

Admin-controlled rollout

One configuration, applied org-wide. Consistent settings, consistent capture, consistent data quality across every user.

Admin-controlled rollout

One configuration, applied org-wide. Consistent settings, consistent capture, consistent data quality across every user.

Admin-controlled rollout

One configuration, applied org-wide. Consistent settings, consistent capture, consistent data quality across every user.

Alias and multiple-account support

Multiple corporate addresses and Microsoft 365 accounts, supported together. Aliases fully supported.

Alias and multiple-account support

Multiple corporate addresses and Microsoft 365 accounts, supported together. Aliases fully supported.

Alias and multiple-account support

Multiple corporate addresses and Microsoft 365 accounts, supported together. Aliases fully supported.

Everything Risk Will Ask For, Ready Before They Ask.

Everything Risk Will
Ask For, Ready Before They Ask.

Every deployment in this industry goes through review, per firm and per broker-dealer. This section is built to be forwarded

Where
the data lives

Client email and calendar move into your Salesforce. Choose our cloud, your private cloud, or your own servers — a multi-billion-dollar US bank runs it on theirs.

Who
can see it

Access follows your firm's Salesforce hierarchy. Private and internal events stay restricted to the people attached to them.

How long
it's kept

Retention on your terms. Five years, indefinite, or whatever your policy requires. Reportable in Salesforce throughout.

What we hand you
on day one

DDQ, security pack, completed control survey, penetration test results and audited financials. No waiting, no chasing.

CUSTOMER VOICES

Hear it Straight from
Our Customers

Wes Burk

Chief Operating Officer

We replaced our previous capture tool without losing historical data, and the audit trail let us pass our annual InfoSec review without follow-up questions.

Darren Knapp,

Director, Global Operations at Slalom Consulting

Thanks to Revenue Grid, we fixed leaks in our revenue generation process and grew our business despite challenging economic conditions.

David Choate

Chief Operating Officer

I value the ease of use. I don't have to ask my sales team to do anything different. Sales and client services all use it, and Salesforce stays more up to date because of Revenue Grid.

What changes for the firm

Complete. Controlled. Provable.

The client record every wealth firm is
answerable for, finally behaving like one.

The record is complete, and nobody typed it.

Every client conversation reaches Salesforce on its own. What's in the system is what actually happened.

The record is complete, and nobody typed it.

Every client conversation reaches Salesforce on its own. What's in the system is what actually happened.

The record is complete, and nobody typed it.

Every client conversation reaches Salesforce on its own. What's in the system is what actually happened.

The firm owns the relationship, not the inbox.

An advisor leaves and the history stays. A client calls and the whole relationship is on screen.

The firm owns the relationship, not the inbox.

An advisor leaves and the history stays. A client calls and the whole relationship is on screen.

The firm owns the relationship, not the inbox.

An advisor leaves and the history stays. A client calls and the whole relationship is on screen.

Advisors get their hours back.

Administrative work moves off the people who are supposed to be with clients.

Advisors get their hours back.

Administrative work moves off the people who are supposed to be with clients.

Advisors get their hours back.

Administrative work moves off the people who are supposed to be with clients.

Compliance stops being the reason things don't ship.

The review is answered before it starts. Retention, visibility and hosting all sit inside your policy.

Compliance stops being the reason things don't ship.

The review is answered before it starts. Retention, visibility and hosting all sit inside your policy.

Compliance stops being the reason things don't ship.

The review is answered before it starts. Retention, visibility and hosting all sit inside your policy.

Get complete, accurate CRM data you can trust

Capture every interaction, eliminate noise, and ensure your CRM reflects reality — not guesswork.

20 minutes, tailored to your Salesforce setup

See migration from EAC or Legacy Solutions — including historical backfill

Free trial available with customizaton options to test unique business cases

Keep Salesforce records automatically updated with every customer interaction

Get a complete view of every account, contact, and opportunity in one place

Get complete, accurate CRM data you can trust

Capture every interaction, eliminate noise, and ensure your CRM reflects reality — not guesswork.

20 minutes, tailored to your Salesforce setup

See migration from EAC or Legacy Solutions — including historical backfill

Free trial available with customizaton options to test unique business cases

Keep Salesforce records automatically updated with every customer interaction

Get a complete view of every account, contact, and opportunity in one place

Get complete, accurate CRM data you can trust

Capture every interaction, eliminate noise, and ensure your CRM reflects reality — not guesswork.

20 minutes, tailored to your Salesforce setup

See migration from EAC or Legacy Solutions — including historical backfill

Free trial available with customizaton options to test unique business cases

Keep Salesforce records automatically updated with every customer interaction

Get a complete view of every account, contact, and opportunity in one place

Frequently Asked Questions

Do advisors have to change anything?
We already have Einstein Activity Capture. Why change?
Isn't this expensive next to something bundled into our licence?
Does this replace our CRM?
What about the storage cost of everything landing on-platform?
How fast does data sync?
We don't have capacity for a long implementation.
Is any of our client data used to train AI models?

See it on Your Own Org.

Twenty minutes, your Salesforce, your data. No changes made, nothing installed.
Not ready for a walkthrough? Join the live bi-weekly overview.

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See it on your own org

See it on your own org

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