The Athene Group Extends Capabilities of Salesforce Financial Services Cloud With Data Aggregation Features

Athene participates as Salesforce Financial Services Cloud launch partner to transform the client-advisor experience and provide consolidated, multi-product data aggregation services

Mar 08, 2016, 08:40 ET from The Athene Group, LLC

SAN FRANCISCO, March 8, 2016 /PRNewswire/ -- The Athene Group today announced Athene Data Services, which provides data aggregation services across multiple product lines to help advisors and companies maintain a single, holistic view of their business within the Financial Services Cloud. Financial Services Cloud is generally available for purchase today, empowering advisors to build deeper, 1-to-1 client relationships, be more productive and engage more holistically with clients.

Athene Data Services Key Features

  • Athene Data Services brings up-to-date Client and Assets information from multiple Clearing Firms, Custodians, Transfer Agencies, Product Manufacturers and third party sources to construct and maintain the complete book of business. This includes data related to Client Profiles, Accounts, Balances, Positions and Transactions, enabling Advisors and firms to leverage Financial Services Cloud as the single source of truth related to their complete business.

Comments on the News

  • "Athene is excited to introduce Athene Data Services, enabling users to leverage data integrations with their preferred custodians," said Sanjeev Kumar, President & CEO of The Athene Group.
  • "The future is here, and it's advice, not administrative tasks. Salesforce is transforming the advisor-client relationship for the digital age," said Simon Mulcahy, GM of Financial Services, Salesforce. "Athene is supporting Salesforce in its mission to deliver a new era through proactive, personalized and goal-based collaborative advice."

About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the client-advisor relationship by empowering advisors to build deeper, 1-to-1 relationships with clients; enabling advisors to spend less time on administrative tasks and more time focusing on investors; and allowing advisors to engage more comprehensively with clients and their households.  

Additional Resources

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About The Athene Group
The Athene Group, LLC, is a technology solutions provider with deep expertise in the Wealth Management industry. Athene's products offer Data Aggregation, Compliance, AUM Reporting and New Account Opening features. Athene's client list includes several large broker dealers and Registered Investment Advisors across the country.

Media Contact:
Stephanie Perrino
The Athene Group, LLC
(703) 254-7520

SOURCE The Athene Group, LLC