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            Console App for Wealth Management

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            Console App for Wealth Management

            Use the standard console app for wealth management to streamline client interaction and service management for wealth managers. The user-friendly interface offers a centralized hub for accessing key updates, accounts, cases, and applications, as well as tasks, events, and opportunities for efficient time management.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Wealth managers can track financial accounts, progress towards goals, generate reports, view dashboards, access customer profiles, review interaction history, and receive record alerts—all conveniently accessible on various object record detail pages.

            The console app has these preconfigured components on the Home page:

            • Assistant
            • Recent Items: Lists the most recently accessed records from the Account, Financial Account, and Case objects
            • Recent Records
            • Events
            • Tasks
             
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