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Whereas at RIA Edge West, Franklin Tsung spoke about how advisors can optimize Salesforce by strategically integrating custodial and planning software program knowledge to generate analytics for shopper households. This includes adopting a multi-custodial method, incorporating portfolio accounting methods like Tamarack, Black Diamond, and Orion, and merging historic plan exercise. By creating observe analytics inside Salesforce, advisors can determine high-return shopper actions and assess inside price facilities, finally enhancing shopper engagement and operational effectivity.

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