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Fidelity Integration for Salesforce
Drive efficiency with Fidelity
Overview
The Fidelity Integration for Salesforce and Wealthscape(SM) allows you to view key information and initiate actions from within Salesforce to save time and deliver a more streamlined platform experience to your clients.
Designed to help save time and deliver a more streamlined and connected platform experience.
Reduces complexity and streamlines important processes.
Creates an easy path that links clients’ investment accounts within Salesforce to their Wealthscape(SM) accounts.
Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Please see terms and conditions for additional risk language.
Categories
- Business Needs
- Finance
- Industries
- Financial Services
- Personas
- AdministratorBusiness Operations ManagerBusiness User
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package