You don't need a Salesforce consultant.
You need a working system.

Salesforce FSC has a real out-of-pocket cost before a single advisor logs in. From a buyer comparing CRMs for a breakaway:

"Salesforce FSC is probably the most powerful CRM for wealth management. We're actually looking at it right now. You'd need to spend $15,000 to $30,000 just to get it implemented properly. After that it still starts at $325/month/user, but I know new customers can get some discounts."

These figures are from one buyer in one tier and are not Salesforce's published pricing. Real pricing varies significantly by tier, contract size, and negotiation — verify directly with Salesforce for your firm.

That's not a one-time number that fades into the background. It's a hired SF consultant building out objects, flows, validation rules, page layouts, and integrations to do what your firm actually does — and you're paying for their learning curve on your business.

Inevi works differently. There's a free assessment first. We map the system to your real SOPs. Then a fixed-price proposal with a 4–16 week delivery window and contractual timeline. Hosting, security, maintenance, and ongoing optimization are part of the engagement, not a separate line item or a separate vendor. Most platforms we ship pay for themselves in 4–12 months. We don't publish pricing on the site — pricing is proposal-based after we've seen the work, because honest scoping requires honest discovery.

The Salesforce FSC failure pattern from a wealth firm that lived it:

"DO NOT MOVE TO SALESFORCE. OMG - It was a never ending nightmare. We hired the developer SF recommended, and a year later we still had an environment that didn't work."

A year of consulting hours and the system still didn't run the firm. That's the worst-case version. The best-case version, per a buyer with an IT background: it works, but only if "you spend loads of money on a consultant to build it out for you to exactly your needs, workflows and integrations." (A9)

Inevi commits to a contractual delivery window. 4 weeks for tightly scoped agentic workflows. 16 weeks for full back-office platforms with AI employees, integrations across custodians, and reporting. The window is in the contract because the firm needs to know when the system goes live, not "when the consultant figures it out."

This one is decisive for most RIAs under 50 advisors. Verbatim from a buyer who supported Salesforce in IT before moving to finance:

"I have an IT background before moving into finance and my team supported Salesforce. You'll need a full time admin to customize it and then keep it running. With all that, you won't get any of the integrations to other financial software that are already built for redtail."

A full-time admin is a $90–150k annual hire whose entire job is keeping the CRM running. For an enterprise wealth firm, that's a rounding error. For an 8-person RIA, the same buyer's framing applies: "For an 8-person office it's like buying a semi truck to deliver DoorDash orders." (A9)

Inevi runs what we build. The system is fully managed — hosting, monitoring, backups, security patches, uptime, and ongoing optimization sit on our side of the line. Your team uses the system. We keep it running. There's no admin role to fill.

Salesforce FSC ships as a configurable platform. You point-and-click (and code, where the GUI runs out) to model your firm: custom objects, page layouts, flows, validation rules, profiles, permissions. Done well — with a strong admin and a good consultant — it's powerful. Done at the small-RIA scale, it's a project that never finishes.

Inevi builds custom around your firm. Your SOPs become the operating logic of AI employees — custom AI that follows a client-defined SOP end-to-end in a specific role (ops, compliance prep, client onboarding, billing). Agentic workflows make autonomous decisions along the flow, routing and judgment calls based on real context. Together those replace the work that would otherwise sit on your admin or get duct-taped together with Excel and email.

The frame buyers use to evaluate this: "There is too much operational friction in the current wealth tech stack... too many single-use products... products are closed-end and don't integrate, creating data silos. Products are built for the wrong end user — the client, not the advisor." (A5) Inevi's answer is a system designed for the operator, not a CRM you bend until it fits.

Salesforce FSC's strength is the AppExchange marketplace, and for firms already running multiple Salesforce clouds (Sales Cloud, Service Cloud, Marketing Cloud) the ecosystem genuinely compounds — shared identity, shared reporting, shared admin skills, third-party connectors that already speak Salesforce. If that's your firm, AppExchange is a real asset, not a tax.

The honest tradeoff for everyone else: each integration is its own paid license, its own admin overhead, and integrations to wealth-specific tools (Redtail, Wealthbox, Orion, eMoney, custodian feeds) often work better natively elsewhere. Per the same buyer above, "you won't get any of the integrations to other financial software that are already built for redtail." (A10) If you're not already deep in the broader Salesforce stack, you're paying the AppExchange tax for ecosystem you don't use.

Inevi designs the integrations into the system at build time. Custodian connectors, document workflows, financial planning tools, billing platforms, your CRM of choice — all wired into the operating layer once, with audit logs and scoped permissions. Governance is baked in (per-tool permissions, audit logs, scoped connectors), which is the precondition advisors and family-office operators set before they'll let an AI employee touch the CRM.

The lock-in line that gets quoted across wealth-management communities: "The contract is insanely difficult to break too. SF is best for enterprise firms, who have a full time person managing and developing the environment." (A8) And from a separate buyer: "Plus if you ever try to move off the platform they'll make it as difficult as possible to package your data and migrate it." (A9)

Inevi's commercial model is project + managed operation, not a multi-year platform license. Code and data are documented and portable. If you ever exit the engagement, you exit with the system, the architecture, and the data — not a years-long extraction battle.

You don't need a Salesforce consultant. You need a working system. Built from your SOPs, owned by you. The system Inevi builds is yours: your data, your workflows, your AI employees encoding your firm's methodology. We host and operate it as a managed service, but the asset is yours.