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Salesforce for Wealth Management

Free

Rating

(6)

Listed On

2/21/2008

Latest Release

3/15/2009

CATEGORIES

Sales

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 Salesforce.com customers. Not a Salesforce customer or a Salesforce Sysadm? <A HREF="https://www.salesforce.com/form/trial/freetrial_wealthmgmt.jsp">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collaboration with leading wealth management firms, Salesforce for Wealth Management frees financial professionals from outdated technologies.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!

Highlights

  • 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

Requirements

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

Support Support not provided

Support not provided

Additional Information

Package Name
Salesforce for Wealth Management
Version
null / 1.0
First Release
2/21/2008
Latest Release
3/16/2009
Languages
Salesforce Labs

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