Listening to advisors, we designed this wealth management solution to supercharge advisory teams, giving them more time to focus on what they do best — serve their clients’ financial needs and grow relationships. We’ve integrated Financial Services Cloud with leading wealth management technology partners via the Salesforce AppExchange to provide a single pane of glass that enables advisors to deliver personalised advice at scale across hundreds of client and household relationships. Discover how the world's #1 CRM empowers wealth management firms to connect with their clients in a whole new way.


Increase in client satisfaction*



Increase in Advisor Productivity*



Faster Integration*

 * Voice of the Salesforce Financial Services Customer Survey
Talk about wealth management blazing trails. Check out this success story that shows how one wealth management firm was able to improve productivity, process, and visibility - all with a single view of customers.