Ready-to-Run org
$3,500fixed, plus tax. Two to three weeks.
Your industry’s model, stages, rules, reports and one dashboard, built and walked with you.
For wealth firms
Salesforce, built for wealth firms.
In many wealth firms, the same three things go wrong. One household ends up split across many records, so no one sees the whole family at once. Compliance records sit in shared drives, inboxes and Salesforce, so pulling them together for a review is slow. And advisors keep their real notes outside Salesforce, in notebooks or their own files, so the next person starts from zero. An org built for you puts the household, the records and the notes in one place.
The fix list
What we check in a wealth firm’s org
- One record per household, with each family member linked to it.
- Financial accounts tied to the right household and the right advisor.
- Compliance records kept in Salesforce and easy to pull for a review.
- Advisor notes and meetings logged in Salesforce, not kept outside it.
- Clear rules on who can see each client’s records, and why.
Book a call
Twenty minutes about your firm’s Salesforce.
We help you pull three counts from your own Salesforce: duplicate records, deals or cases that are no longer real, and paid licences nobody uses. No client names or records are shown to us. You get a fixed price in writing the business day after the call.
Households, relationships, financial accounts, compliance records. Built for your firm on Financial Services Cloud.
Thank you. We have your request.
A person replies within one business day (Monday to Friday, 9 to 6).
Thank you. We have your request. A person replies within one business day (Monday to Friday, 9 to 6).
This page could not reach us just now, so nothing was sent. Please write to info@thetorontogroup.com with the same details.
The catalogue
Four things we do, each with its price.
All prices are in Canadian dollars.
Data Clean-Up
Priced by record count, from$2,500plus tax: one fixed number and a fixed number of days, written before we start.
Your records in, clean records out: duplicates, dead fields, broken automations, with a written report of what changed.
Agent-Ready
$1,950fixed, plus tax. Five business days.
Your readiness score checked in your org, the data and rules put in shape, and the setup Agentforce needs before you switch it on.
Care
$900 or $1,650a month, plus tax. Three-month start, then month to month.
Six or twelve senior hours a month, billed on the first. Hours you do not use do not carry over.
Half before we start, half at the walkthrough. Read-only until you sign off the fix list. You back up first. Nothing changes in your org without your written yes. Salesforce licences are not in these prices.