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Set Up and Manage Wealth Management
Give your financial advisors a holistic view of customers with Wealth Management, a Financial Services Cloud Lightning app. Empower your advisors to deliver the personalized, proactive service that clients expect. Accelerate user productivity with technology that helps them engage with clients like never before, and build deeper, lasting, more profitable relationships.
Follow these steps to enable Wealth Management features.
- Create a Financial Advisor Profile (Managed Pacakge)
Create a Financial Advisor profile to define the permissions and field-level security settings for all wealth managers. - Enable Financial Advisor Profile Permissions (Managed Package)
Enable the permissions and field-level security setting for the Financial Advisor profile. - Add Quick Actions in Client Segmentation App (Managed Pacakge)
Quick actions let users take advantage of Salesforce actions from client details in Client Segmentation App. - Embed Client Segmentation App Dashboards in Financial Services Cloud (Managed Pacakge)
After you create and share the Client Segmentation App app, users can access its dashboards through Analytics Studio. To make the dashboards available in Financial Services Cloud, create a tab and embed the dashboards in the tab. - Synchronize the Next and Last Interactions on the Account Object (Managed Package)
Schedule an Apex job to set up a batch job for next and last interaction calculations. - Specify Custom Record Types for Synchronization (Managed Package)
Specify custom record types to synchronize next and last interactions on Account. - Asset Allocation Component
Your wealth advisors can get a holistic view of their client's assets by using the Asset Allocation component. On an Account record page, view the data from the Financial Asset Portfolio Target Allocation object related to the account.
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