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            Create a Client or Prospect (Managed Package)

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            3. Financial Services Cloud Admin Guide

            Create a Client or Prospect (Managed Package)

            Financial Services Cloud gives you two ways to create clients or prospects.

            Required Editions

            Important
            Important This feature is available in Salesforce orgs that have installed the Financial Services Cloud managed package. This is different from the standard Groups and Households feature, which can be accessed without installing the managed package.
            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Your Salesforce admin can set up record types to fit your business needs. Work with the added record types as you would with standard client or prospect records.

             
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            Salesforce Help | Article