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Wealth Access for Salesforce Financial Services Cloud

By Wealth Access, Inc.

Enterprise Customer Data Unification.

No Ratings
$25   USD/Administrator User/month
Business Need
Finance
Compatible With
Financial Services Cloud

Wealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.

Compatibility

Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Requires a firm-level Wealth Access subscription.

App Details

Version
Wealth Access/Spring 2021 1.0.0
Listed On
09/13/2021
Latest Release
03/04/2022
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package
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: 0
Custom Tabs: 1
Custom Apps: 1
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
English

Security

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
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/30/2021

Additional Details

Wealth Access digitally engages clients and prospects through a branded mobile app collecting financial account data and documents to create the client’s complete living balance sheet and to drive actionable insights to wealth professionals. Through the new Wealth Access for Salesforce integration, Wealth Access enhances the financial professional experience in Salesforce by delivering transparent views into the financial balance sheets of clients and prospects. Wealth Access data flows seamlessly into the Financial Services Cloud platform, allowing financial data (Accounts, Positions, Transactions) to be represented at the household/client level. The integration provides complete financial balance sheet views for clients and households through direct data connections to accounting systems and custodians, as well as held-away account aggregation.

Need help?

Wealth Access, Inc.

Nashville, TN, USA

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