How an Investment Management Client Connected Portfolio Data Across Salesforce, Tableau, and Experience Cloud
The client needed a more connected way to bring portfolio information into Salesforce, give account managers clearer visibility, and provide clients with access to relevant portfolio information through a digital portal.
Portfolio and asset information was maintained in Tamarac, Salesforce supported account management, Tableau supported portfolio reporting and visualization, and Experience Cloud served as the client portal. Pivotal Leap connected these systems so portfolio information could move more consistently from internal teams to clients.
Key Outcomes
Tamarac portfolio information is connected with Salesforce.
Portfolio information is used for Tableau charts and reporting.
Relevant portfolio information is available through Experience Cloud.
Addressed Tableau report and chart visibility in the client portal, including on mobile devices.
Business Challenge
Portfolio information was spread across multiple platforms. The client needed a more connected workflow that supported both account managers and clients.
Portfolio and asset information was maintained in Tamarac, while account managers primarily worked in Salesforce.
Account managers needed better visibility into the portfolio information associated with their clients.
Clients needed access to relevant portfolio information through the Experience Cloud portal.
Tableau reports and charts were not reliably visible to portal users, including clients accessing the portal from mobile devices.
Client Priorities
The client's priorities centered on improving how portfolio information moved across its source system, CRM, reporting environment, and client portal.
Bring portfolio and asset information from Tamarac into Salesforce.
Give account managers better access to portfolio information within Salesforce.
Use Tableau to present portfolio information through charts and reports.
Give clients access to relevant portfolio information through Experience Cloud.
Address the visibility and accessibility issues affecting Tableau reporting in the client portal.
Support a consistent flow from portfolio data through reporting to client access.
How Pivotal Leap Improves Portfolio Data Visibility
Tamarac portfolio data is available in Salesforce
Relevant portfolio and asset information from Tamarac is brought into Salesforce, giving account managers access to portfolio information within the environment they already use to manage client relationships.
Tableau turns portfolio data into visual reporting
Portfolio information is connected with Tableau to support charts and reports, providing a visual way to present portfolio information to the appropriate users.
Experience Cloud provides the client-facing experience
Relevant portfolio information and reporting are surfaced through Experience Cloud, giving clients a digital portal to access their information.
Tableau reporting is part of the portal experience
The implementation addresses the visibility of Tableau reports and charts within Experience Cloud, including the mobile experience.
Implementation Details
Tamarac provides portfolio and asset information.
Salesforce provides the account management environment and portfolio visibility for internal teams.
Tableau is used for portfolio charts and reporting.
Experience Cloud provides the client-facing digital portal.
The connected systems support a consistent flow of portfolio information from the source system through reporting and into the client experience.
Business Workflow
- 1Tamarac
- 2Salesforce
- 3Tableau
- 4Experience Cloud
- 5Client
Portfolio information originates in Tamarac and is brought into Salesforce for account manager visibility. Tableau uses the portfolio information for charts and reporting, and Experience Cloud makes the relevant information available to clients.
Business Outcomes
Account managers have access to portfolio information within Salesforce.
Portfolio information is presented through Tableau charts and reports.
Clients have access to relevant portfolio information through Experience Cloud.
Tableau reporting is part of the client-facing portal experience.
The mobile visibility of Tableau reporting is addressed as part of the portal experience.
Tamarac, Salesforce, Tableau, and Experience Cloud support the flow of portfolio information from source system to client access.
Pivotal Leap's Role and Impact
The portfolio data flow spans four connected platforms instead of treating each system as a separate experience.
The internal account management workflow is connected with client-facing reporting, allowing portfolio information to move from Tamarac through Salesforce and Tableau into Experience Cloud.
The implementation addressed Tableau visibility in the client portal, including access on mobile devices.
The solution was designed around the needs of internal users and clients, not just the underlying integration.
Still managing portfolio information across disconnected systems?
Pivotal Leap can connect portfolio data, Salesforce, reporting, and your client portal so teams and clients have a more consistent experience.
Before vs. After
| Before | After |
|---|---|
| Portfolio and asset information maintained in Tamarac | Portfolio information connected with Salesforce |
| Portfolio and CRM information reviewed across systems | Portfolio information available in Salesforce |
| Tableau reports had visibility issues in the client portal | Tableau reporting included in the Experience Cloud portal |
| Clients relied on the portal for portfolio access | Relevant portfolio information available through Experience Cloud |
| Portfolio data, reporting, and client access operated across separate systems | Tamarac, Salesforce, Tableau, and Experience Cloud connected across the portfolio data flow |
Technology Stack
What People Say
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