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Salesforce for Wealth Management




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Salesforce for Wealth Management is the next generation desktop for financial advisors. Built in collaboration with leading wealth management firms, it includes everything that advisors need to manage their book of business & handle compliance challenges.

  • Salesforce for Wealth Management is free for customers. Not a Salesforce customer or a Salesforce Sysadm? <A HREF="">Try a free trial here</A> .
  • Client Acquisition and Management – A complete, 360° view of clients and prospects including a robust client profile built specifically for advisors
  • Financial Accounts, Holdings and Interests – View financial information in context with relationship and activity information
Built in close collaboration with leading wealth management firms, Salesforce for Wealth Management frees financial professionals from outdated technologies. Whether they’re just building their books of business or already managing significant assets, financial advisors want to maximize the time they spend with clients and prospects. Salesforce for Wealth Management is a complete solution with all the features financial professionals need to become trusted advisors to their clients.####• Client Acquisition and Management##• Financial Accounts, Holdings, and Interests##• Advisor Team Collaboration##• “Know Your Client” Information Capture and Workflow##• Easy, Flexible Reporting####It’s built on our trusted platform that’s used by more than 38,100 companies worldwide, so you have all the security, availability, and performance that you need. It’s the same platform that has been thoroughly vetted by the most demanding financial institutions. Our service delivery standards mean that your customer data is available to you when you need it—you never have to worry about back-ups, losing data, and so on.####Salesforce for Wealth Management: Finally giving advisors what they want!


  • Compatible with Enterprise, Unlimited, and Performance EditionsEnterprise & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 5
  • Custom Applications: 1
  • Custom Tabs: 5

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Enterprise Edition Required. Person Accounts (B2C) Must Be Enabled.

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Additional Information

Package Name
Salesforce for Wealth Management
null / 1.0
First Release
Latest Release
Salesforce Labs

Salesforce Labs is a program that lets engineers, professional services staff and 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 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 - support is not available for these applications. Questions? Please visit