Financial Services Cloud Administrator Guide
jFinancial Services Cloud
Financial Services Cloud is the
platform designed for high-touch client relationship management. Empower your advisors to
deliver the personalized, proactive service that clients expect. Accelerate advisor productivity
with technology that helps them engage with clients like never before, and build deeper,
lasting, more profitable relationships.
| Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions |
We've done the hard part. Your advisors get the tools that let them focus on high-value client activities instead of routine, administrative tasks. As an admin, you get the trusted power, security, and scalability of the Salesforce platform—tailored for advisory firms to streamline implementation. Install the Financial Services Cloud managed package and the unmanaged extension package. Connect data from your portfolio management, financial planning, and other systems of record. And then configure the app to suit how your advisors like to work.