MuleSoft for Wealth and Asset Management

Power smarter client engagement.

Give clients and advisors better experiences by connecting data and automating tasks. With AI-ready integration, you can turn client data into personalized insights that build trust and deepen relationships.

Connectivity Benchmark Report 2025:

A new era for Wealth and Asset Management

Wealth and Asset Management firms are embracing a new wave of innovation—powered by AI, autonomous agents, and connected data.

99 %

of Wealth and Asset Management firms are integrating data to unlock new insights.

93 %

of Wealth and Asset Management firms are planning to adopt autonomous agents within two years.

28 %

of apps are connected—leaving room for transformation.

The message is clear: firms ready to connect their data and systems are poised to lead in this next chapter of digital growth.

Engage customers and employees with a single, connected platform.

Smarter efficiency, better experiences

Boost advisor productivity and deliver modern, seamless client experiences with automation and intelligent agents.

Personalized service that builds trust

Win trust from day one with AI-powered insights that deliver timely, personalized experiences across every channel.

Turning data into action

Stop foraging for data and spend more time strategizing. Unified data and AI work together to spot opportunities and guide next best actions.

Deliver powerful Wealth and Asset Management solutions with integration.

Deliver smarter client experiences by connecting your CRM, portfolio tools, and planning platforms.

Give teams real-time data, automate updates, and simplify reporting—so they can focus on what matters most.

MuleSoft has been critical in enabling our IT team to bring our legacy technology and modern platforms together. We now have a single view of each and every customer. And, with our new solution, clients are onboarded in just 24 minutes, versus weeks.

Greg Beltzer

Head of Technology, RBC Wealth Management

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Customers that maximized their investment with MuleSoft

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Make the most of your investment with MuleSoft Pre-built Connectors.

MuleSoft App Exchange is your comprehensive marketplace included with your subscription where you can find pre-built assets, templates, and connectors tailored to your industry.

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Explore Wealth & Asset Management Resources.

Report

MuleSoft Connectivity Benchmark Report 2025

Uncover key insights from over 1,000 global IT leaders on how autonomous agents, integration, and modernization are shaping the future of enterprise AI.