TROY, Mich.--(BUSINESS WIRE)--Portfolio Solutions®, a full-service provider of wealth management and financial advisory services, will present at the 15th Annual Dreamforce Conference at 1 p.m. PT on Tuesday, November 7, 2017, in San Francisco.
Tony Brumley, Portfolio Solutions®’ Chief Technology Officer, and Colin Grover, Director of Advisory Services and Strategy at Portfolio Solutions®, will present at the conference.
Messrs. Brumley and Grover will present “Best Practices to Scale with Financial Services Cloud,” a primer on how companies can select the right technology to grow their firm. They will discuss Portfolio Solutions®’ integration of Salesforce's Financial Services Cloud platform, a CRM tool that has fueled the company’s growth by facilitating a deeper understanding of its customers and enhanced capabilities to meet their needs.
Portfolio Solutions® was selected to present at Dreamforce to discuss the company’s growth. Today, the company has more than $1.5 billion in assets under management* – a sharp rise since the company was founded in 1999. Key to that growth has been Financial Services Cloud, which has provided Portfolio Solutions® with a 360-view of its customers and the capabilities to service them better and faster. “Salesforce’s CRM tool helped us to overcome key challenges we faced, specifically, in the areas of systems integration, security, and the absence of a complete view of our clients,” said Brumley.
Now, Portfolio Solutions® has its sights set on growing well-beyond its 600+ existing clients and has made a sizable investment in technology to facilitate that additional growth and expansion. “Relative to our company’s size, we have made a significant investment in technology and a CRM tool that can help us to serve our target market in entirely new ways and grow our business,” Brumley said. “There are tremendous growth opportunities for us in the RIA market, and Financial Services Cloud is an important part of our strategy to take advantage of them.”
Portfolio Solutions® is also actively seeking new growth opportunities by evaluating potential acquisitions and other business opportunities that fit its strategy and objectives in the RIA market.
Dreamforce is an annual conference that is part software conference and part cultural event, hosted by cloud computing giant Salesforce.com. Through 2,700 sessions and thousands of live solutions from the world’s largest cloud ecosystem, the event brings together 135,000 thought leaders, industry pioneers, and technology experts for a four-day event from November 6-9 featuring learning, innovation, and networking.
About Portfolio Solutions®
Portfolio Solutions® has been offering investors financial solutions since 1999. We provide a full spectrum of wealth planning and management services so that our clients can work confidently toward their long-term financial goals. We have a long-standing and enduring commitment to indexing strategies, with more than $1.5 billion* in client investment assets under management. For more information, visit: https://portfoliosolutions.com/ and follow us on LinkedIn and Twitter.
*As of October 6, 2017