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Broker-Dealer Salesforce Technology for Advisors

Broker-Dealer/RIA Transforms Advisor Experience with New Technology

Firm leverages Salesforce for advisor platform, back office system

SCF launched Monday its new cloud-based technology system, Kimberlite, built on the framework of the world’s number one CRM solution  Salesforce.

Kimberlite empowers the firm’s financial advisors to maintain their entire financial practice — interacting with home office staff, monitoring real-time commission information, and submitting new business, compliance items, and account service requests — all within a single platform.

“The best thing about Kimberlite is that it eliminates the need for multiple systems that broker-dealers usually have in place, bringing everything into one seamless environment,” said SCF President & CEO Randy Meadows.

“Advisors are entrepreneurs, and every second counts in the course of running their practice. Kimberlite streamlines so many of the tasks they have to take as a financial advisor, which frees up more time to serve their clients and build their books of business.”

The broker-dealer partnered with Sycamore Company, a New York-based software firm specializing in financial services, to develop the Salesforce-driven platform. As such, Kimberlite allows advisors to leverage industry-leading CRM tools inside their own day-to-day operations — at no additional cost.





About SCF
SCF Securities is an independent, boutique broker-dealer and our sister company, SCF Investment Advisors, is an SEC Registered Investment Advisor. Together, they empower advisors with a custodian-neutral environment and integrated technology platform. With more than 25 years of experience, SCF provides expertise across all business models.

The SCF Group of Companies
Securities offered through SCF Securities, Inc., Member FINRA/SIPC
Investment Advisory Services offered through SCF Investment Advisors, Inc.
Insurance Services offered through SCF Marketing, Inc.


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