Heroku Connect Alternative for Financial Services Teams

Financial Services operations break when data lags. See how high-growth financial services companies eliminate API limits, sync failures, and integration debt with an event-driven engine built for real-time deal flow, portfolio management, and investment data.

Heroku Connect was built for analytical syncing

not for financial services environments where deal flow, portfolio management, and investment data demand sub-second updates across services and operational workflows
This page shows how financial services organizations migrate off Heroku Connect into a real-time, bi-directional sync architecture that keeps deal flow, portfolio management, and investment data perfectly aligned across all systems.

The 4 operational failures that break financial services platforms

You can’t scale reliably when your data falls out of sync
API limits throttle daily sync volume for deal flow, portfolio management, and investment data, delaying critical workflows, causing incomplete records, and creating operational blind spots.
Engineering teams lose 30–50% of their time debugging brittle integrations for deal flow, portfolio management, and investment data, reducing velocity and slowing roadmap delivery.
Heroku Connect's polling model can't support real-time financial services workflows, causing stale states, inconsistent data, and fragmented environments.
Stale data across Salesforce, Attio, proprietary databases, Postgres creates customer-visible errors, broken deal flow, portfolio management, and investment data, misaligned metrics, and major support overhead.

Modern financial services environments require real-time operational sync, adaptive API management, deterministic error handling

  • Real‑time, bi‑directional operational sync, not batch jobs
  • Smart API usage that prevents Salesforce throttling
  • Developer‑friendly workflows that fit CI/CD and SQL‑based pipelines
  • Automated workflows that trigger instantly when events change

How scaling financial services companies eliminate polling delays, API limits, and integration debt

A mid-market financial services company (50-500 employees) synced millions of records daily, but Heroku Connect hit API limits every morning. Critical deal flow, portfolio management, and investment data failed, workflows were delayed, and support tickets surged when states fell out of sync.

Switching to an event-driven sync engine aligned Salesforce, Attio, proprietary databases, Postgres in real time with sub-second accuracy.

Engineering teams interacted with CRM data via SQL while RevOps automated workflows without touching API code.

They eliminated nearly all integration maintenance, stabilized operations, and achieved complete investment target visibility.

A proven migration framework for financial services teams

1. Audit Salesforce, Attio, proprietary databases, Postgres objects and data models
2. Identify high-volume, high-frequency sync workflows for deal flow, portfolio management, and investment data
3. Design relational mappings for large event streams (50,000 to 10M+ records)
4. Implement adaptive rate-limiting and event routing
5. Run parallel syncs with production-grade validation
6. Use rollback, retries, and safe-migration staging patterns

See why teams switch to Stacksync for real-time sync that scales

Stacksync gives you more speed, more flexibility, and more control, without the limits of a single-system connector.

Heroku Connect

What you had

Stacksync

What you get
Real-Time Bi-Directional Sync
10-minute polling introduces stale states in deal flow, portfolio management, and investment data, delays critical updates, and breaks workflows that depend on real-time CRM or database changes.
Real-time bi-directional sync ensures deal flow, portfolio management, and investment data flow instantly across Salesforce, Attio, proprietary databases, Postgres with sub-second latency.
200+ Connectors
Only supports Salesforce–Postgres, forcing financial services teams to build and maintain complex glue code for Salesforce, Attio, proprietary databases, Postgres.
Connects Salesforce, Attio, proprietary databases, Postgres in one unified pipeline — no more building custom glue code for every system.
Works with Any Postgres
Requires Heroku Postgres, forcing financial services teams using AWS RDS, GCP Postgres, or private DBs to re-architect or migrate.
Supports any Postgres: cloud, on-prem, VPC, private networks — matching the hybrid stacks common in financial services organizations managing 50,000 to 10M+ records.
Visibility & Monitoring
Minimal visibility for deal flow, portfolio management, and investment data; sync failures often surface only after customer complaints or broken workflows.
Minimal visibility for deal flow, portfolio management, and investment data; sync failures often surface only after customer complaints or broken workflows.
Scalability
Polling breaks under high frequency in financial services environments, and API caps make it fragile for 50,000 to 10M+ datasets.
Polling breaks under high frequency in financial services environments, and API caps make it fragile for 50,000 to 10M+ datasets.
Workflow Automation
Lacks event-driven architecture for deal flow, portfolio management, and investment data, delaying automation and risking incorrect operational states.
Instant workflows: trigger deal flow, portfolio management, and investment data automation, enrichment, sync, and operational actions as events occur in real time.
Security & Compliance
Basic compliance only; not suitable for financial services teams requiring secure data pathways or regional processing guarantees.
SOC 2 Type II, GDPR, HIPAA, ISO 27001, private networking, and secure VPC peering — critical for financial services platforms in regulated markets.
Cost
Pricing increases sharply with deal flow, portfolio management, and investment data volume and object count; scaling your financial services operations becomes expensive fast.
Predictable pricing based on record volume (50,000 to 10M+) — financial services teams commonly save $20K–$40K annually compared to Heroku Connect.

Modernize your financial services data pipelines

Get a migration plan tailored to your Salesforce, Attio, proprietary databases, Postgres architecture and deal flow, portfolio management, and investment data workflows
a blue checkmark icon
14-day free trial
a blue checkmark icon
Two-way, Real-time sync
a blue checkmark icon
Workflow automation
a blue checkmark icon
White-glove onboarding