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Risk Profiling Tool for Financial Services Cloud

By Salesforce Labs

Capture Client Risk Profiles Natively in Financial Services Cloud

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Free  

Never requires payment

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Business Need
Finance

A lightning component that enables a Financial Planner to quickly gauge a client's 'Attitude to Risk' and helps guide a Financial Planner when they are recommending an investment.

Highlights

Configuration page to create attitude to risk templates effortlessly with drag and drop functionality

Capture client risk profiles directly in Salesforce Financial Services Cloud against the Client record

Support for Salesforce1 to capture key compliance activities even on the road

Provider Details

Salesforce Labs
San Francisco, CA, USA

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff & 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

Free

You can fully use this solution without payment.

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