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Salesforce for Wealth Management

Free

Never requires payment

Pricing Details

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Industries: Financial Services

Business Need: Sales

More Details

Salesforce for Wealth Management is the next generation desktop for financial advisors. Built in collaboration with leading wealth management firms, it includes everything that advisors need to manage their book of business & handle compliance challenges.

Compatibility

Salesforce Editions: Enterprise
Unlimited

Additional Requirements

Enterprise Edition Required. Person Accounts (B2C) Must Be Enabled.

App Details

Version: Salesforce for Wealth Management/ 1.0.0
Listed On: 02/21/2008
Latest Release: 03/03/2022

Supported Features Editable Code This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.: Editable Code

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 5
Custom Tabs: 5
Custom Apps: 1

Lightning Components: Global: 0
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

1.0.0

Additional Details

Built in close collaboration with leading wealth management firms, Salesforce for Wealth Management frees financial professionals from outdated technologies. Whether they’re just building their books of business or already managing significant assets, financial advisors want to maximize the time they spend with clients and prospects. Salesforce for Wealth Management is a complete solution with all the features financial professionals need to become trusted advisors to their clients. • Client Acquisition and Management • Financial Accounts, Holdings, and Interests • Advisor Team Collaboration • “Know Your Client” Information Capture and Workflow • Easy, Flexible Reporting It’s built on our trusted platform that’s used by more than 38,100 companies worldwide, so you have all the security, availability, and performance that you need. It’s the same platform that has been thoroughly vetted by the most demanding financial institutions. Our service delivery standards mean that your customer data is available to you when you need it—you never have to worry about back-ups, losing data, and so on. Salesforce for Wealth Management: Finally giving advisors what they want!