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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.

SCF Releases Mobile App for Advisory Technology

App enhances mobile experience for advisors and clients

SCF Securities announced Monday the release of its advisor- and client-facing mobile apps. The app features access to core data, streamlined navigation, and enhanced functionality for financial advisors and their clients.