Seus consultores patrimoniais podem obter uma visão holística dos ativos de seus clientes usando o componente Alocação de ativos. Em uma página de registro de Conta, visualize os dados do objeto Alocação da meta do portfólio de ativos financeiros relacionado à conta.
Edições obrigatórias
Disponível em: Lightning Experience
Disponível em: Edições Enterprise e Unlimited
Explorar e aprender
Assista a este vídeo para entender o componente Alocação de ativo para Financial Services Cloud.
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