Sus asesores de patrimonio pueden obtener una vista integral de los activos de sus clientes utilizando el componente AsignaciĆ³n de activos. En una pĆ”gina de registro Cuenta, vea los datos desde el objeto AsignaciĆ³n de objetivos de cartera de activos financieros relacionado con la cuenta.
Ediciones necesarias
Disponible en: Lightning Experience
Disponible en: Enterprise Edition y Unlimited Edition
Explorar y aprender
Vea este vĆdeo para comprender el componente AsignaciĆ³n de activos para Financial Services Cloud.
Si no puede ver la vista en pantalla completa, abra el vĆdeo en una nueva ficha: AsignaciĆ³n de activos de para Financial Services Cloud.
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