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资产分配组件
财富顾问可以使用资产分配组件全面了解客户的资产。在客户记录页面上,查看与客户相关的财务资产产品组合目标分配对象中的数据。

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财富顾问可以使用资产分配组件全面了解客户的资产。在客户记录页面上,查看与客户相关的财务资产产品组合目标分配对象中的数据。
适用于:Lightning Experience 适用于:Enterprise 和 Unlimited Edition |
观看此视频,了解 Financial Services Cloud 的资产分配组件。
如果您无法全屏观看视图,请在新选项卡上打开视频:适用于 Financial Services Cloud 的
资产分配

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