Scale Fund Administration Without Growing Headcount

Technology-ledtransformation partner for fund administrators — AI automation, Salesforcedelivery, Data360-powered onboarding intelligence, and applicationmodernization that scale operations, not your cost base.

20–30
%
Operational Cost Cutwith AI + Automation
200
+
Projects
Delivered
40
%
Efficiency Gain fromAutomation
16
+
Years of
experience
100
+
Clients AcrossRegulated Industries

Trusted by leading brands

Delivering 16+ years of excellence

What Is FundAdministration and Where Does Technology Fit?

Fund administration is theback- and middle-office operation of an investment fund: NAV calculation,investor onboarding, fund migration, transfer agency, reconciliation, compliance,and reporting, increasingly delivered through automation, data intelligence andscalable operating platforms rather than added staff.
Industry Friction

The Fund Administration Bottleneck No One Budgets For

Assets are growingfaster than the systems meant to support them. Manual workflows, fragmentedonboarding data, scattered tools, and legacy technical debt quietly cap howmuch volume a team can handle.
Alternative-investment AUM passed $23T in2024 and is heading toward ~$40T by 2030 (MarketIntelo, 2026) — more funds and faster NAV cycles, same teams.
Manual Onboarding & Data Migration
Investor and fund datascattered across PDFs, Excel files, databases, prior administrator records, andfund documents — slow to validate, map, and migrate
FragmentedTech Stacks
Fund accounting, investorservices, and reporting tools operate in disconnected silos, duplicatingeffort, delaying reconciliation, and forcing teams to manually bridge gapsbetween systems.
Legacy Applications
Aging platforms bottleneckNAV processing, resist modern integrations, and accumulate technical debt,compounding manual effort, operational risk, and the case for targetedmodernization.
Scalability Pressure
AUM growth, new fundlaunches, and compressing NAV cycles push more volume through the same manualinfrastructure, until operational capacity, not market demand, becomes theceiling.
Data Silos
Investor and fund datalocked across disconnected systems limits onboarding readiness, reportingquality, operational control, and regulatory confidence — risk most exposed at fundlaunches and transitions
CORE OFFERINGS

Engineered for Fund Operations

Targeted operationalmodernization for fund administration — not generic IT services.
Investor & Fund Onboarding Intelligence
Fund Operations Optimization
PlatformModernization
Salesforce onboarding portalsDigital subscription management.
Reconciliation automation,NAV reporting automation, Salesforce workflow orchestration.
Legacy applicationmodernization.
Data360 migration work bench Consolidated investor and fund data view.
Exception & migrationissue management
Cloud migration & Fund onboarding platform enhancement.
Why Salesforce Transformation is Urgent in 2026

The Market Has Shifted. Have You?

The Salesforce ecosystem is undergoing its biggest transformation since the shift towards cloud. Companies that don’t act now risk falling behind competitors already deploying autonomous AI agents.

Agentforce is the #1 Buying Trigger

Every major Salesforce deal in 2026 includes AI agent customization. Providers without Agentforce expertise are losing RFPs, as autonomous agents now handle lead qualification, L1/L2 service queries, and approval workflows.

Agentforce ARR: $500M+ (330% YoY growth)

93% of IT leaders plan agent deployment within 2 years

Data 360 is the Foundation for Everything AI

Renamed from Data Cloud, Salesforce Data 360 is the #1 strategic pillar for 2026. AI agents are only as intelligent as the data behind them. 80% of enterprise data is unstructured Data 360 unlocks it.

80% of enterprise data is unstructured

Real-time unification across all clouds

Managed Services > One-Time Projects

Companies want embedded partners who evolve their Salesforce orgs continuously not consultants who hand off and leave. The managed services model drives recurring value and 10x adoption.

Partners generating $1.6T+ in new revenue by 2026

Ecosystem 6x larger than Salesforce itself

Industry Clouds Slash Implementation Time

Pre-built vertical solutions (Financial Services, Health, Manufacturing) with compliant data models reduce implementation time by 40-60% vs. custom builds. Buyers demand industry-specific expertise.

40-60% faster implementation time

Pre-aligned compliance frameworks (KYC, HIPAA, SOX)

Mid-Tier Specialists are Disrupting Big 5

Boutique and mid-tier Salesforce firms have grown 75% YoY. While Accenture, Deloitte, and Cognizant still hold 33% of certifications, their market share has declined by 21% over the past five years. Agility and specialization are winning

Mid-tier consultancies grew 75% YoY

Hexaview: Enterprise capability, startup agility

Multi-Agent Adoption is Surging

Single-purpose agents are table stakes. The future is multi-agent orchestration - sales, service, ops, and compliance agents working together autonomously across the enterprise.

Multi-agent adoption projected to surge 67% by 2027

Demand for Salesforce consultants is up 72% in 2025

Hexaview: Your Total Salesforce Implementation Partner

Unlike point-solution providers, Hexaview covers the entire Salesforce lifecycle from strategic advisory and AI readiness assessment, through Agentforce agent development and multi-cloud implementation, to ongoing managed services and optimization.

One partner. Complete coverage. No gaps.

12

Service Offerings

5+

Industry Verticals

9

Salesforce Clouds

3

Delivery Models

Our Salesforce Services

What We Do

12 services across 4 strategic pillars. Every engagement is AI-ready by default. Every deliverable is compliance-verified.

Pillar 1: AI & Agentforce

Build autonomous AI agents, embed generative AI across clouds, and unify enterprise data to power intelligent automation with full compliance guardrails.

  • Agentforce Implementation & Custom Agent Development
  • Einstein AI & Copilot Integration GPT-powered content, predictions, and next-best-action
  • Data 360 (Data Cloud) Services - real-time unification, identity resolution, governance
Pillar 2: Cloud Implementation & Modernization

End-to-end Salesforce deployment with Hexaview accelerators that cut timelines 30-40%. Every implementation ships AI-ready.

  • Multi-Cloud Implementation - Sales, Service, Marketing, Commerce, Experience Cloud
  • Industry Cloud Solutions - Financial Services, Health, Manufacturing, Communications
  • Org Modernization & Migration - legacy CRM to Salesforce, org merges, Lightning migration
Pillar 3: Integration & Analytics

Connect Salesforce to your entire tech stack and surface real-time, AI-powered intelligence for every team and executive.

  • MuleSoft & Integration Services - API-led architecture, ERP connectors, event-driven patterns
  • Tableau, Einstein Analytics & BI - dashboards, predictive models, embedded insights
Pillar 4: Managed Services & Advisory

Ongoing partnership that keeps Salesforce evolving with quarterly roadmaps, continuous optimization, and organizational change management.

  • Managed Services Center of Excellence dedicated pods, SLAs, proactive monitoring
  • Strategy & Advisory, CXO consulting, AI readiness, TCO optimization, governance
  • Automation & DevOps, CI/CD, Flow Builder, test automation, release management
  • Training, Enablement & Change Management adoption analytics, role-based learning
How We Deliver

How Hexaview Does It Differently

We've built processes, accelerators, and team structures that address every critical capability enterprise buyers look for. Here's the proof behind our approach.

Agentforce-First Implementation

Every Salesforce project ships with Agentforce hooks built in. We design agent-ready architectures from day one, not as afterthoughts.

Active Agentforce Specialist certifications on team. Agent design workshops included in every SOW.

Data 360 Integration by Default

We don't just implement clouds we wire them to Data 360 for unified customer profiles, AI-ready data, and real-time intelligence.

Data architecture assessment included in every engagement. Pre-built connector templates for Snowflake, Databricks, SAP.

Industry-Specific Accelerators

Pre-configured data models, compliance workflows, and vertical templates that cut implementation time by 40-60%.

HexaShield compliance framework handles HIPAA, SOX, GDPR. Financial Services & Health Cloud active projects.

Branded IP & Accelerator Toolkit

HexaAgent Suite, HexaData Accelerator, HexaShield, HexaMigrate, and HexaInsight - named, reusable assets that deliver faster time-to-value.

5 branded accelerators in production. Reusable across engagements for 30-40% faster delivery.

MuleSoft & Cross-Cloud Orchestration

API-led integration architecture connecting Salesforce to ERP, HRIS, billing, and data warehouses. Not siloed orchestrated.

MuleSoft, Boomi, Workato, REST/GraphQL integration expertise. Pre-built ERP connectors for SAP, Oracle, NetSuite.

Metrics-Driven Everything

Every engagement starts with baseline KPIs and ends with measurable outcomes. Quarterly business reviews keep optimization continuous.

Avg. outcomes: 30% faster case handling, 45% less manual work, 2x adoption rates. All tracked and reported.

Case Studies & Outcomes

Measurable outcomes for regulated industries. Every engagement tracked from baseline to business impact.

Expedited Time to Market by Building an Offshore Development Center

Read More ->

Hexaview Built a System for Inbound Data Integration from Multiple Sources and Outbound Data Flow using Azure Services

Read More ->

Performed UI Testing in the client’s Salesforce Application to enhance the user experience

Read More ->
Technology

Salesforce Ecosystem Expertise

Pre-built compliance frameworks, industry data models, and domain expertise that accelerate time-to-value by 40-60%.

Salesforce Clouds

Sales Cloud

Marketing Cloud

Commerce Cloud

Experience Cloud

Data 360

Financial Services

Health Cloud

Manufacturing Cloud

AI & Automation

Agentforce

Einstein AI

Einstein Copilot

Atlas Reasoning Engine

Flow Builder

Apex

Integration & Analytics

MuleSoft

Tableau

Boomi

Workato

REST / GraphQL APIs

CRM Analytics

Compliance & Governance

ISO 27001

SOC 2

HIPAA

GDPR

SOX

KYC/AML

Einstein Trust Layer

Frequently Asked Questions

We keep hearing about Agentforce, do we really need it, and can Hexaview implement it?

Yes, and it's urgent. Agentforce ARR grew 330% YoY to $500M+, and 93% of IT leaders plan autonomous agent deployment within 2 years. Every major Salesforce deal now includes AI agent customization. Hexaview has certified Agentforce Specialists and delivers custom agents for sales (lead qualification), service (L1/L2 triage), and operations (compliance review, approvals). We design agents with human-in-the-loop guardrails built in critical for regulated industries. If you don't deploy agents now, competitors who do will outperform you.

Our data is a mess, can we still use AI and Agentforce?

That's exactly why Data 360 (formerly Data Cloud) exists. 80% of enterprise data is unstructured, and AI agents are only as good as the data behind them. We start every engagement with a data architecture assessment, mapping your sources, identifying quality gaps, and building a unification strategy. Our HexaData Accelerator has pre-mapped connectors for Snowflake, Databricks, SAP, and major ERPs. You don't need perfect data to start, you need a partner who makes it better continuously.

We're in a regulated industry (financial services / healthcare). Can you handle our compliance requirements?

Regulated industries are our sweet spot. We've built HexaShield - a compliance accelerator with pre-configured frameworks for HIPAA, SOX, GDPR, KYC/AML, and SOC 2. Every implementation includes role-based access controls, encryption-in-transit, audit trails, and Einstein Trust Layer configuration. We work with Financial Services Cloud and Health Cloud daily, and our team understands the regulatory language not just the technology. 100% compliance sign-off rate across all engagements.

How is Hexaview different from Accenture, Deloitte, or HCLTech?

Three key differences: (1) Senior-led pods, you work directly with architects and principals, not junior consultants cycling through. (2) AI-native approach, we don't bolt on AI; every implementation is Agentforce-ready by default. (3) Agility + cost efficiency, enterprise capability without enterprise overhead. Mid-tier specialists like Hexaview grew 75% YoY because buyers want speed and specialization, not bureaucracy. Plus, our Gain-Share model means we put skin in the game we succeed when you succeed.

We already have Salesforce but it's underperforming. Can you fix it without starting over?

Absolutely and most of our clients come to us with exactly this problem. We start with a comprehensive org health audit covering security, performance, technical debt, and adoption gaps. Then we build a prioritized optimization roadmap not a rip-and-replace. OurManaged Services model means we become your embedded team, continuously improving your org with sprint-based enhancements, quarterly roadmaps, and proactive monitoring. Average result: 30% faster case handling, 45% reduction in manual work, 2x user adoption.

How long does a typical Salesforce implementation take with Hexaview?

It depends on scope, but our branded accelerators cut timelines 30-40% vs. starting from scratch. TypicalOutcome Sprints run 4-12 weeks. Full multi-cloud implementations range from 3-6 months. Industry Cloud deployments are faster (40-60% faster) because we use pre-built data models and compliance frameworks. Every engagement starts with a discovery sprint to scope accurately no surprises, no scope creep. We also offer fixed-price Outcome Sprints for defined deliverables.

Can you integrate Salesforce with our ERP, data warehouse, and other systems?

Yes, integration is one of our core pillars. We design API-led integration architectures using MuleSoft, Boomi, Workato, and custom REST/GraphQL connectors. We have pre-built integration templates for SAP, Oracle, NetSuite, Snowflake, and Databricks. Our approach is real-time, event-driven (using Platform Events and Change Data Capture), not batch-only. And with Data 360, we unify data across all sources into a single customer profile that powers Agentforce and Einstein.

This is where all the answers to your questions are.
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