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Set Up and Configure Financial Portfolio

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Set Up and Configure Financial Portfolio

Set up Financial Portfolio by assigning permissions and configuring connectors, then create Financial Portfolio Configurations to define the cards, layout, and data sources that show on your advisors' Client Details pages.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition
User Permissions Needed
To use Financial Services:

Financial Services Cloud Extension

OR

FSC Foundation

OR

FSC Sales

OR

FSC Service
To use Agentforce: Agent Platform Builder permission set
To run Prompt Templates: Execute Prompt Templates user permission
To use Data 360: Data Cloud org: Data Cloud Architect

See Also

Set Up Financial Portfolio

Assign permissions, set up the Connector Library and BridgeFT connector.

  1. Assign Financial Services, Agentforce, Prompt Templates, and Data 360 permissions.
  2. Set up the Connector Library.
  3. Set up BridgeFT Connector.

Create a Financial Portfolio Configuration

Create and manage Financial Portfolio configurations to define the cards, layout, and data sources for your advisor's Client Details pages.

Before you get started, create an Identity Resolution Ruleset. Rulesets contain match and reconciliation rules that tell the customer data platform how to link multiple sources of data into a unified profile. Unified profile information is stored in data model objects created by the ruleset.

Chart Type Presets
Chart Type Preset Description
Line Chart Recent AUM Trend See how a client's assets under management have shifted over a configurable date range, with the latest value and year-to-date change in view.
Bar Chart Top Positions Quickly identify a client's largest holdings by market value to assess concentration risk without digging into position details.
Bar Chart Portfolio Drift See where a client's actual allocation has drifted from targets by asset class so you can prioritize rebalancing conversations.
Bar Chart Withdrawals and Deposits Review a client's quarterly cash flow patterns and flag large withdrawals that may warrant a follow-up conversation.
Database Account Performance Summary Compare performance across all of a client's linked accounts for month, quarter, and year-to-date periods without leaving the record page.
Database Tax Efficiency Review year-to-date realized gains and closed positions to inform tax-loss harvesting strategies and year-end planning.
Database Transaction Ledger View a client's most recent transactions across all linked accounts, with the ability to drill into counterparty and reference details.
Tree Grid Hierarchical Explore all of a client's positions in a drillable grid, organized by account and asset class, with the option to expand into individual lots.
Progress Bar Liquidity Monitor See whether a client's cash reserves meet the required minimum and quickly identify any liquidity shortfalls.
  1. In Setup, in the quick find box, find, and then select Financial Portfolio.
  2. Click New Configuration.
  3. Define your configuration.
    1. Enter a configuration Name and Developer Name.
    2. Enter a configuration description.
    3. Select an Identity Resolution Ruleset.
      Determines how to match customer records to this configuration. The Ruleset determines the data space.
    4. Click Next.
  4. Add a card.
    1. In the Basics section, select a Chart Type.
      The card type determines how data is shown on the component. For example, display trends over time as a line chart or compare values as a bar chart.
    2. Select a card Preset.
      Presets pre-fill the card title, description, and chart mappings for a configuration template. Every card requires a preset to ensure that its chart mappings stay compatible with the data source.
    3. Enter a Card Name, Developer Name, and Description.
  5. Configure the Data Mappings section.
    1. Select a Flow.
      The active autolaunched flow that supplies this card's data. You can change or clear this selection at any time.
    2. Add an X-Axis Chart Mapping. Enter a Display Label, Field Name, and select a Type.
      Plot your data by configuring the X-axis to see your chart in action.
    3. Add a Y-Axis Chart Mapping. Enter a Display Label, Field Name, and select a Type.
      Plot your data by configuring the Y-axis to set your series.
    4. Add a KPI Mapping. Enter a Display Label, Field Name, and select a Type.
      KPI Mapping is how you connect raw data to the specific metrics you want to track and display.
  6. Configure the Layout.
    1. Select a Tier.
      The tier determines the level of details shown on the component. For example, KPI Only shows key performance indicators for the account.
    2. Select a Section.
      The section determines where the chart shows on the component.
  7. Save and activate the configuration.
 
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