Salesforce Financial Services Cloud

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About

Financial Services Cloud is an integrated platform designed to drive stronger client relationships that last generations. Powered by Lightning, Financial Services Cloud makes it easy for advisors to deliver a concierge level of service with the personalized, proactive advice clients expect. With an enhanced set of productivity and engagement features, advisors can spend less time gathering client information and more time doing what they do best — providing holistic, goal-based advice that puts their clients at the center of everything they do.

Contacts

https://www.salesforce.com/solutions/industries/financial-services/

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Products / Services

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 2

Partnership: 0

WealthEngine

Analytics

WealthEngine, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial...

Integrations: 3

Partnership: 0

Dun & Bradstreet

Account Aggregation, Analytics, Automation, Content Management, Content Management, Financial Planning, Investment Research, Portfolio Management, Risk Profiling, TAMP, Wealth Management

Dun & Bradstreet is a provider of commercial data and analytical insights for businesses. It delivers Dun & Bradstreet Data...

Integrations: 9

Partnership: 3

SmartRIA

Collaboration Tools, Communication Tools, Compliance, Document Management, Document Management

SmartRIA is a compliance software platform for wealth managers. We differentiate ourselves by solving more compliance problems in a single...

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 6

Partnership: 0

Jemstep

Analytics, Portfolio Management, Security

We team with banks and other financial services firms to bring a superior digital investing experience to life for their...

Integrations: 15

Partnership: 0

Capitect

Account Aggregation, Billing, Portfolio Management, Portfolio Reporting, Rebalancing

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...

Integrations: 12

Partnership: 0

AdvisorEngine

Billing, CRM, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 31

Partnership: 0

CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....

Integrations: 2

Partnership: 4

Discovery Data

Account Aggregation, Analytics, Client Intelligence, Collaboration Tools, Communication Tools, CRM, Investment Research, Marketing, Technology

Discovery Data provides the most accurate and trusted information on the firms and people essential to the financial services and...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 25

Partnership: 0

HiddenLevers

Analytics, Investment Research, Portfolio Management, Portfolio Reporting, Proposal Generation, Risk Profiling, TAMP

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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