Salesforce Financial Services Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Project Management
- Purchase Summary
- Operation and Expense Reports
- Opening Cash Balance
- Debt and Loan Reports
- Employment Details
Pricing Info
Pricing Info
Pacoship offers one enterprise pricing plan. An email with your download and activation key will be sent to you immediately after check out. Here are the details on the features you can get when you buy the software:
Pacoship 2.0 – $100
- Dashboard Summary Reports
- Project Management Tools
- Expense Calculation
- Sensitivity of NPV
- Sensitivity of Equity Cash Flow
- Monthly, Quarterly, Semi-Annual, and Annual Cash Flows
- Employment Details
- Export into XML Files
- Save as PDF
- Print Preview and Print
- Microsoft Excel Integration
- Microsoft Powerpoint Integration
Additional Note: If you report a software issue that needs to be fixed, Pacomarine will give you a user license to use Pacoship for free.
Integrations
Integrations
Pacoship integrates with the following:
- Microsoft Excel
- Microsoft Powerpoint
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Pacoship provides you with financial analytics tools to help with project management, expense calculation, debt and loans management, and cashflows computation.
Company Email
support@pacomarine.com
Company's Address
Pacomarine
Lars Patterson
Eksingedalsvegen 356
5728 Eidslandet
Norway
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Pricing:
By quote
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
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No Accounting Software will be able to cover all the requirements of a specific team. Even though core functionalities of Pacoship and Salesforce Financial Services Cloud should matter you should also carefully study the integrations supported by every product. Very often you will already be making use of some other SaaS software in your company and it’s definitely better to choose products that integrate well with each other. That way you can be certain of an effortless transfer of data between your teams and apps, which can significantly reduce time devoted to migrating between one software and the next.
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