Help your clients reach their short and long-term financial goals using financial plans
and goals objects. FlexCards give your users quick access to their client’s plans and goals. View
goal priority, status, and members to help your clients focus on goals most important to them.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions
View Financial Goals and Goal Members View your client’s financial goals on the FinancialGoals FlexCard and view goal members goals on the GoalMembers FlexCard.
AI Wealth Client Summaries Generate client summaries that include key financial information for your client, including financial plans, goals, accounts, holdings, and open cases. The summary derives the information from the financial accounts, financial plans, financial goals, financial holdings, and case records. To view the summary, drag the Einstein Summary component to the page and configure the attributes.
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