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Fidelity Integration for Salesforce

By Fidelity Investments

Drive efficiency with Fidelity

No Ratings
Free  

Never requires payment

Industries
Financial Services
Business Need
Finance
Requires
Sales Cloud
Compatible With
Financial Services Cloud

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.

Highlights

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.

Provider Details

Pricing Details

Free

You can fully use this solution without payment.

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No Ratings
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