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wealth and asset management
Automate trusted advisor and client experiences.
Connect the front, middle, and back office to drive profitable growth and increase AUM.
Wealth Management
Modernize client engagement, increase client satisfaction, and fuel advisor productivity by delivering automated, data-driven experiences on an integrated platform.
Asset Management
Deliver a unified experience, scale sales team productivity, reduce costs, and automate service experiences for clients.
Engage customers and employees with a single, connected platform.
Financial Services Cloud
Accelerate digital process innovation across the front, middle, and back office and put your customer at the center of everything. Build customer trust and increase employee productivity with Financial Services Cloud.
* This edition requires an annual contract. Above pricing is for Enterprise Edition. Unlimited Edition is available for Sales, Service and Sales & Service for $475 USD/user/month, $475 USD/user/month and $500 USD/user/month respectively. This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.