Buyer Fit
Target firm types
- Wealth Management Firms
- Brokers-Dealers
- Investment Managers
Target firm size
- Enterprise
Product Description
Product Positioning
Enterprise CRM with a financial services industry edition used by large advisory firms and broker-dealers.
Description
Salesforce Financial Services Cloud provides a highly customizable CRM for enterprise wealth management with industry-specific data models workflow automation and broad third-party integration capabilities.
Integrations
Salesforce has 114 integrations in our directory
Search below to find what you're looking for
- Addepar Level 4
- AdobeSign Level 3
- AdviAlly Level 1
- AdvicePay Level 3
- Advisor360 Level 3
- Advisor Clarity Level 3
- AdvisorEngine - Dig Onboarding Level 4
- AdvisorPeak Level 4
- AdvisorStream Level 3
- AdvisorX AI Level 4
- Advyzon Level 5
- Agreement Express Level 3
- Aidentified Level 1
- Albridge Level 3
- AllocateRite Level 1
- Altruist Level 3
- Andes Wealth Level 5
- Aqumulate Level 3
- Arcons Technology Suite Level 2
- Bento Engine Level 5
- Black Diamond Level 2
- Box Level 3
- Bridge Financial Level 3
- Calendly Level 3
- CapIntel Level 3
- Capitect Level 3
- CGI Wealth Level 3
- CircleBlack Level 4
- Citrix ShareFile Level 1
- Client Insights Level 3
- Clout Level 5
- CogniCor Level 3
- Conga Level 3
- CopyTalk Level 5
- DocuPace Level 5
- DocuSign Level 4
- Due Diligence Works Level 4
- eFileCabinet Level 3
- eMoney Advisor Level 4
- ENV2 Level 5
- Equilar Level 3
- Equisoft Level 3
- Equisoft Fund Compare Level 1
- Equity Advisor Solutions Level 5
- Fidelity Wealthscape Level 3
- Financial DNA Level 3
- Financial Media Exchange Level 3
- Finpace Level 1
- Flourish Cash Level 4
- Flyer Financial Technologies Level 4
- FMG Suite Level 4
- ForwardLane Level 5
- FP Alpha Level 3
- fpPathfinder Level 3
- FutureVault Level 1
- GReminders Level 5
- Hearsay Systems Level 4
- HelloSign Level 4
- HeyKyra Level 3
- Jump Level 1
- LaserApp Level 4
- Laserfiche Level 4
- LifeSite Level 5
- LPL ClientWorks Level 4
- Marstone Level 3
- Mobile Assistant Level 5
- MoneyTree Level 3
- Morningstar Advisor Workstation Level 3
- Morningstar Office Level 4
- MyRepChat Level 3
- NextCapital Level 3
- Nitrogen Wealth Level 5
- Objectway Level 5
- Once Hub Level 3
- Orion Advisor Services Level 5
- Ortec Finance Level 3
- Out & About Communications Level 3
- Panoramix Level 4
- Pershing Level 4
- PhilanthPro Level 3
- PocketRisk Level 3
- Pontera (FeeX) Level 3
- PractiFI Level 5
- PreciseFP Level 4
- Pulse Level 3
- Pulse360 Level 5
- Quik! Level 3
- ReachStack Level 3
- Red Oak Compliance Level 1
- RegEd Level 4
- RiXtrema Level 4
- Schwab Level 5
- Seismic Level 3
- SharePoint Level 3
- SideDrawer Level 5
- Skience Level 5
- SmartLeaf Level 4
- SmartRIA Level 4
- Snappy Kraken Level 5
- StratiFi Level 3
- Tamarac Level 5
- TIFIN Wealth Level 1
- Touchstone Pathway Level 1
- Unblu Level 3
- Unitifi Level 5
- Voyant Level 4
- Wealth.com Level 1
- WealthAccess Level 5
- Wealthcare Level 4
- WealthFeed Level 3
- Wove Level 4
- XY Archive Level 1
- Yodlee Level 3
- YourEFolio Level 5
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APIs and Security
Security checks
Periodic SOC certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
Glossary
Developer sandbox URL
No
