WeDid: Salesforce-XPLAN Integration
October 21, 2013 / / Comments Off on WeDid: Salesforce-XPLAN Integration
All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.
|Purpose||Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information.|
Historical unit price data
|Complexity||High (due to data quality)|