Advent APX is a leading portfolio management system and Salesforce is a leading CRM, integrating the two gives you the best of both worlds. Here are suggested pricing points for various tiers of integrating Advent APX with Salesforce.

1. Mansa Systems | 415.293.8297 | info@mansasys.com
Mansa Systems | 415.293.8297 | info@mansasys.com
Advent APX to Salesforce Integration Packages
Highlights
Integration using Informatica Cloud integration platform
No coding required
Easy to maintain the integration process
Baseline integration templates available
Assumptions
Customer already implemented Salesforce and Advent APX
Data is clean and no data cleanup required
Customer is responsible for all reports, import/export processes, and
job scripting on Advent APX side for import/export of required data
Cost & Estimates
Estimated project costs and timelines are guidelines only. We will
provide detailed statement of work once we discuss the specific
requirements with the customer
Informatica Cloud is a middleware that will have additional
subscription cost. List price is $1000 per month.
Data Interfaces
Tall Grande Venti
Advent APX Salesforce
Clients and Contacts Accounts, Person Accounts, or Contacts
  
Portfolios Financial Accounts or Portfolios   
Client – Portfolio
Relationships
Client – Portfolio Relationships   
Market Value Portfolios custom fields   
Realized Gain / Loss Portfolios or Custom Object  
Performance Portfolios or Custom Object  
Contact Groups Relationship Groups or Households  
Contact Group Members Relationship Group Members  
Positions Holdings or Custom Object 
Securities WM Assets or Custom Object 
Activities Activities 
Approximate Timelines
4 - 6
weeks
6 – 8
weeks
8 -10
weeks
Approximate Project Cost $19297 $24297 $31297