Client: NRP

National Retirement Partners is a respected leader in the retirement plan industry. Built by advisors for advisors, NRP is dedicated to building the largest network of independent advisors who deliver superior products and services to retirement plan sponsors and participants, and comprehensive financial services to high net worth individuals. NRP member firms provide advisory services for over 6,000 retirement plans, through over 150 member offices nationwide.

NRP wanted to create a custom framework for their member firms and a central database where individual companies in the NRP network would be able to manage their data privately, but still have access to a consistent set of tools and controls. Ultimately, NRP wanted to create a single destination where their independent members could manage their financial plans and see all of NRP's tracked funds and ratings.

The complexity of the security model and customization necessary for such a solution led NRP to Echo Lane. Echo Lane's experience with a wide variety of member-based organizations made a natural fit.

Thanks to Echo Lane and their ingenuity NRP has been able to offer a tool in the marketplace that did not exist in our industry prior. With salesforce.com we provide our member organizations a tool which drives efficiency throughout their practices and allows for a streamlined process to support their current clients.

Adam Sokolic
Senior Vice President of Operations, NRP

Challenge

NRP needed a central database and toolset, divided by security controls into nodes accessible only by individual companies. Document management was critical, as well as the ability to sign on once to CRM and use that login to access other NRP tools.

Solution
  • Echo Lane created a hierarchical security model in Salesforce.com that worked with NRP's access needs. All members were able to access common data storage areas, with private individual areas. To avoid Salesforce.com's storage limits, Echo Lane created a custom document storage area.
  • Echo Lane integrated with Pervasive to provide fund scoring across the enterprise and provide quick links within Salesforce.com to information from NRP's proprietary database.
Results
  • Individual NRP member firms now have a common set of tools and ratings to work with.
  • NRP members can now use one login to access CRM and proprietary data, with links between the two.
  • Member firms can now manage their clients' financial plans all within one private area, instead of using disparate databases.