Build and empower your independent advisor network with Financial Services Cloud Communities. Connect directly with independent advisors to share client data — including financial accounts, goals, and relationships — in a secure, branded portal. Speed up your implementation and supercharge independent advisor productivity with Financial Services Cloud Lightning components and user profiles all in a mobile responsive design.
Actionable Client Insights with Einstein Analytics empowers advisory teams to take action quickly on meaningful client data. Firms can log a call, task, or event directly in five Einstein Analytics dashboards, so they can work faster to deliver personalized advice at a moment’s notice. Now advisors can turn client insights into proactive advice — all without the need for supporting analysts or multiple spreadsheets.