Case Studies

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Crestone Capital, LLC Optimizes Trade Execution and Review With Custom Salesforce Development

Crestone Capital, LLC is an independent, multi-family office that provides wealth management services to an exclusive network of ultra-high-net-worth clients. Crestone approached DB Services to optimize and continue building on their existing Investment Hub, a platform they use to build client portfolios and buy and sell public investments. The DB Services team was able to provide insights on improvements and customize their Salesforce environment to increase efficiency.

The Challenge

Crestone had an existing Salesforce implementation; however, it wasn’t optimized for their unique business needs. The firm’s trade review and trade execution processes were taking too long to complete at the end of each day, and they recognized there was a need for efficiency and improvement. Crestone needed a customized solution to push and pull trade data in real-time.

The Solution

DB Services determined the root of the issue and provided guidance to implement an efficient solution for trade review and trade execution. Instead of separate systems and processes, Crestone now has a Salesforce system that acts as a single source of truth for trading, investments, and client portfolios. DB Services built Lightning Web Components and external integrations with Apex to customize their trade review and trade execution processes to meet Crestone’s bespoke business needs.

The Results

Crestone’s systems to support fully integrated investment management and wealth advisory service offerings required a differentiated solution, and the team at DB Services delivered with custom Salesforce development and consulting. This customized solution now saves Crestone employees over an hour each day that they used to spend comparing trade data. Now, Salesforce allows them to do this quickly and accurately, allowing them to reallocate that valuable time back to serving clients.  

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