I consulenti patrimoniali possono avere una visione complessiva degli asset dei clienti utilizzando il componente Allocazione asset. Nella pagina di un record Account, visualizzare i dati dell'oggetto Allocazione target portafoglio di asset finanziari correlato all'account.
Versioni (Edition) richieste
Disponibile nelle versioni: Lightning Experience
Disponibile in: Enterprise Edition e Unlimited Edition
Esplorazione e apprendimento
Guardare questo video per capire il componente Allocazione asset per Financial Services Cloud.
Impostazione degli oggetti standard di Gestione account finanziari Per modellare gli account finanziari e le informazioni correlate utilizzando Account finanziario e gli oggetti standard correlati, abilitare l'impostazione degli oggetti standard di gestione degli account finanziari.
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