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Salesforce for Wealth Management
- Industries
- Financial Services
- Business Need
- Sales
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.
Highlights
Salesforce for Wealth Management is free for Salesforce.com customers. Not a Salesforce customer or a Salesforce Sysadm? <A HREF="https://www.salesforce.com/form/trial/freetrial_wealthmgmt.jsp">Try a free trial here</A> .
Client Acquisition and Management – A complete, 360° view of clients and prospects including a robust client profile built specifically for advisors
Financial Accounts, Holdings and Interests – View financial information in context with relationship and activity information
Provider Details
Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.
Pricing Details
You can fully use this solution without payment.