Managing $2.4B in client
assets from spreadsheets
was never going to scale.
Calix Wealth Partners had 12 advisors, 800 HNW households, and zero CRM. Relationships lived in Outlook. Portfolio data lived in a disconnected system. Compliance ran on manual checklists. Amroar implemented Salesforce Financial Services Cloud and connected everything.
A firm built on trust, running on systems that couldn't be trusted.
Twelve advisors managing 800 high-net-worth households had no shared CRM. Client history, relationship notes, compliance records, and portfolio context all lived in personal Outlook folders and local spreadsheets. When an advisor left, the client relationship left with them.
What the engagement delivered — illustrated.
The figures below are representative of outcomes achieved across the Calix Wealth Partners engagement.
How the systems connect through Salesforce FSC.
Three external systems feeding into one Salesforce environment — and four advisor outputs that didn't exist before.
The household data model that makes wealth management CRM actually work
Standard Salesforce treats every contact as an individual. Wealth management doesn't work that way — you manage families, trusts, and multi-generational relationships. Amroar implemented Salesforce FSC with the full Household Account model: every client is linked to their household, their financial accounts are associated at household level, and related parties — spouses, trustees, attorneys, accountants — are connected with defined relationship types. Life events are tracked as Salesforce records with automated action plans that tell advisors exactly what to do next.
Live portfolio data inside Salesforce — advisors never toggle between systems again
Integrated Calix's portfolio management system bidirectionally with Salesforce FSC. Every financial account on a household now shows current balances, YTD performance, and asset allocation — updated after each market close. When a portfolio drifts beyond the client's agreed tolerance, Salesforce automatically creates a review task for the advisor. When a new account is opened in the PMS, it appears in the FSC household record automatically. Advisors walk into every client meeting with current numbers without opening a second application.
KYC renewals, mandate letters, and agreements — triggered and tracked without a spreadsheet
Built a compliance workflow in Salesforce Flow that triggers the correct DocuSign document pack based on life events, review cycles, and regulatory requirements. KYC renewals are flagged 60 days before expiry — the correct document pack is generated from the FSC client record and sent via DocuSign automatically. Signed status syncs back to Salesforce immediately. Investment mandate changes generate a pre-populated agreement from FSC data fields. The compliance team has a view across all 800 households showing every document's status — signed, pending, or overdue — without touching a spreadsheet.
What Calix runs
on now.
800 HNW households in Salesforce. Every advisor email and meeting tracked. Portfolio data on every client record. Compliance running automatically. The firm now owns its client relationships — not the individual advisors.
We were managing two and a half billion dollars from Outlook. When I say that out loud it sounds insane — but that was genuinely the situation. Amroar gave us a system where the firm owns the client relationship, not the individual advisor. That's not just an efficiency improvement. That's a fundamental change in how we operate.
Managing significant client assets without a connected CRM?
If your advisors are managing client relationships through Outlook and spreadsheets, the firm doesn't own those relationships — the individual does. Salesforce FSC changes that. Book a free audit.
Senior Salesforce architects on the call. Not a junior consultant.