Unlock the Power of a Complete Client View
Empowering financial advisors to build deeper relationships through Salesforce
Centralize data, automate workflows, and make smarter decisions faster
Effortless Migration from Your Current CRM to Salesforce
Easily move all your client data, contacts, notes, opportunities, and tasks—nothing gets lost and your team can pick up right where they left off.
We transfer your key client data, portfolio details, and notes, empowering you with Salesforce’s automated and integrated solutions.
Smoothly migrate your complete client history, calendar events, email records, and activity tracking from GoldMine into Salesforce.
A Smarter Way to Manage Client Relationships
Our Salesforce-based solution centralizes your client’s financial data, communication history, and important life events in a single intuitive interface—so you spend less time searching, and more time advising.
Financial Data Sync
Easily sync external financial platforms like Univeris, Croesus, and DBS with Salesforce to keep client financial information fresh and accurate.
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Seamlessly sync Nominee, Client, Joint, and Institution accounts directly from Univeris—no manual steps, no delays. Stay fully up-to-date with automated financial sync and real-time data mapped right into your Salesforce.
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Get clean, consolidated data from Croesus. From multi-currency transactions to portfolio rollups, everything flows in exactly where and when you need it.
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We connect directly with DBS Wealth systems to pull position reports, balances, and transactions via secure SFTP or API. It’s bank-level data, delivered on your schedule and fully integrated with your workflows.
Integrated Communication
Sync emails, calendar events, and contacts directly into Salesforce.
Action Templates & Workflow Automation
Streamline repeatable tasks, reduce errors, and assign tasks automatically
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Automate document collection, verification, and approval processes—streamlining account openings to reduce delays and eliminate paperwork headaches.
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Simplify onboarding with automated tasks, reminders, and document tracking, ensuring new clients receive a consistent, professional experience every time.
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Accelerate GIC applications by automating workflow steps and team notifications—keeping processes efficient and error-free.
Flexible & Custom Solutions
Tailored Salesforce solutions to meet your exact business needs
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Instantly generate financial summaries by pulling client data from multiple sources into a single, downloadable PDF—saving hours of manual reporting in just one click.
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Tailor exactly who sees what—set custom permissions so advisors and teams access only the accounts and client data they're meant to see, keeping sensitive information secure and workflows seamless.
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Build tailored features, integrations, and workflows designed specifically for your advisory practice—saving time and boosting efficiency.
Experience the Qolsum Advantage
Big Expertise, Boutique Feel
Skip the big-firm headaches—work with experts who speak your language and keep things clear and comfortable.
Your Trusted Ally
A reliable, committed partner invested in helping you reach your goals.
Flexibility First
Tailored approaches designed to match your unique needs and timelines.
Hands-on, expert support
Get personalized Salesforce expertise tailored for financial advisors.
Partnership Over Projects
A genuine partnership dedicated to your lasting success, not just ticking project boxes.
Invested in your success
We’re dedicated to helping you grow, scale, and thrive long-term.
Ready to centralize your client data and simplify your workflows?
Tailored Salesforce solutions to meet your exact business needs
