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Register nowGrow AUM and relationships with Agentforce 360 for Wealth Management.
The leading wealth management platform for the Agentic Enterprise—built to scale relationship intelligence, personalized advice, and advisor productivity. Unify client and household data and empower your team with AI agents to drive assets under management (AUM) growth with Agentforce 360 for Wealth Management.
Become an Agentic Advisor.
Empower advisors to scale personalized advice and drive AUM growth with an agentic platform where humans and AI work together with greater speed and precision.
How it works:
Eliminate "swivel-chairing" and data silos with a single 360-degree household view that integrates CRM data and financial systems into one desktop. Our trusted platform ensures every insight is accurate, secure, and compliant.
Use pre-built AI agents to automate manual research, summarize complex accounts, and auto-generate meeting briefs so advisors can spend more time with clients.
Identify growth opportunities and risks automatically with precision alerts delivered directly into the daily workflow.
Centralize client goals and life events to anticipate needs and protect assets during generational transfers. This allows advisors to build financial strategies that span generations and better support the entire household.
Build your advisor experience solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Agentforce for Financial Services Cloud
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Tableau
Boost productivity and decision-making with the world’s leading AI-powered analytics platform.
MuleSoft Anypoint Platform
Bring MuleSoft flows directly into Salesforce for seamless connectivity and enhanced capabilities for financial institutions.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Slack
Bring together the right people, information, and tools to drive business.
Data 360
Activate all your customer data across Salesforce applications.
Scale client service.
Increase financial advisor productivity and impact with data-driven actionable insights. Improve marketing capabilities through a unified CRM platform for financial advisors.
How it works:
Provide knowledge base and chatbots with modern, conversational UI to boost client service satisfaction and reduce time to serve.
Allow CSRs to pull up information right away, all in a unified system, with wealth management software.
Connect the middle and back office workflow for improved orchestration among teams.
Understand what's important to your clients with unified interaction data and AI.
Build your scalable service solution with these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation, and service operations.
Agentforce for Financial Services
Fuel efficiency and drive superior customer service 24/7 with Agentforce.
Flow
Generate real-time, intelligent workflows with CRM + AI + Data + Trust.
Process Compliance Navigator
Stay ahead of evolving regulations with an intelligent platform built for financial services.
Intelligence for Financial Services Cloud
Help your entire team find important answers and start making data-driven decisions.
Grow faster with a wealth management platform pre-configured for advisors.
Boost advisor productivity, elevate client experiences, and scale AUM with an accelerator purpose-built for Registered Investment Advisors (RIAs). Built on the platform trusted by top financial institutions, Agentforce Financial Services (formerly Financial Services Cloud) for Advisors delivers enterprise-grade capabilities in a streamlined solution for growing firms.
How it works:
Engage clients, automate workflows, and unlock insights—all in one unified system.
Be operational in days, not weeks with out-of-the box CRM capabilities designed for advisors. Configure to the unique needs of your practice by customizing workflows, client journeys, and data models on a secure platform that grows as your needs evolve.
Effortlessly attract new clients and deepen relationships with automated lead capture and management. Equip advisors with the tools and insights they need to understand clients, anticipate their needs and deliver more meaningful experiences at scale.
Empower advisors and support teams by automating the heavy lifting of onboarding, account transfers, and client follow-ups. By removing these manual burdens, you can better attract and retain top talent with a platform that prioritizes client relationships over paperwork.
Erase the boundary between your CRM and preferred custodial or wealthtech platforms with a unified platform that turns portfolio analysis and household metrics into immediate growth actions without the need for multiple logins.
Accelerate AUM with a tailored wealth management solution built on these Salesforce products:
Financial Services Cloud
Unify customer experiences across channels, geographies, and both consumer and commercial lines of business.
Sales Cloud
Engage buyers effectively, improve seller productivity, close deals faster, and grow revenue on the most complete sales platform.
Service Cloud
Transform how service teams deliver value at every touchpoint — including customer experience, engagement, processes, automation, and service operations.
Flow
Generate real-time, intelligent workflows with CRM + AI + Data + Trust.
AppExchange
The world’s leading enterprise cloud marketplace of proven apps and experts. Easily find financial services solutions that are right for you.
You don’t want AI managing your finances, but if you have a quick question or want to update your address, that should be simple. Agentforce is freeing up our advisors to focus on deeper engagement.
Rohit GuptaHead of Digital Advisor Platforms, RBC Wealth Management
Keep up with the latest wealth management trends, insights, and conversations.
Ready to take the next step with the world’s #1 AI CRM for Financial Services?
Start your trial.
Try Financial Services Cloud free for 30 days. No credit card. No installations.
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Learn how Salesforce for financial services empowers customers' financial success.
Wealth Management FAQ
Financial advisors leverage wealth management software to handle client portfolios, keep an eye on investments, and offer customized planning. With tools like client progress tracking, personalized dashboards, and seamless integrations for portfolio management and tax efficiency, advisors elevate and enhance the client journey.
Salesforce is used by wealth management firms, RIAs, broker dealers, and investment managers for portfolio management, compliant onboarding, communications, service capabilities, and more. Our purpose-built CRM for financial advisors streamlines operations and improves client relationships.
Wealth management software increases operational efficiency, enhances productivity, ensures better decision-making through analytics, improves collaboration, and automates workflows.
Yes, Salesforce supports ESG initiatives by providing tools that enable firms to track, measure, and report on their ESG performance. This includes solutions for data management, reporting, and stakeholder engagement.
Financial Services Cloud for Advisors reduces the cost and complexity of implementation by providing pre-configuration out-of-the-box. These pre-configured use cases are tailored to the most popular needs of firms and built from best practices seen across RIAs and small wealth management firms.
The Financial Services Cloud accelerator is best suited for RIAs with 25 employees or less. The accelerator includes pre-configured use cases for client engagement, practice management, data and insights, and much more.