SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

SLUICE
WorkControl towerRelationshipsMaintenanceReview & submitClientsSetupImportPinnedNIGO
Open account
HP
Harbor Point WealthClearing · Northgate Clearing

In Good Order, the first time.

Import

Pull a book from the CRM
FA

Pull from Salesforce

Households, people and accounts come in from the CRM as one record per person. Every imported account is gated on arrival.

Checking the connection…