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Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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Dynamic Planner

Match people with suitable solutions, through engaging financial planning

Pricing

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Dynamic Planner is one system for all your financial planning needs, enabling you to match people with suitable portfolios through engaging financial planning. It is an end-to-end, risk-based system.

£119User/Month