WeDid: Salesforce-XPLAN Integration

Challenges

All investors information such as their investments, distributions, etc are all kept in Salesforce. The Adviser is unable to access this information via XPLAN.

 

Solutions:

sf2xplan

 

Purpose Daily data feed from Salesforce to XPLAN so that Advisers can access to investor information.
Applications Salesforce
IRESS XPLAN
Tool Talend
Information Customer data
Investment data
Distribution data
Historical unit price data
Data Formats XML
Volumes ~2000/day
Schedule Real-time/Hourly/Daily
Complexity High (due to data quality)