Salesforce Financial Services Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Income Statements
- Balance Sheets
- Cashflow Statements
- Operating Expenses
- Consolidated Performance Comparison
- Multi-Currency Support
- Automated Minority Shareholders Interest Calculation
- Automatic Foreign Currency Translation Reserve Calculation
Pricing Info
Pricing Info
Quick Consols offers comprehensive financial reporting for an enterprise pricing that is as low as $50 per company each month.
Quick Consols – from $50/company/month
- Income Statements
- Balance Sheets
- Cash Flow Statements
- Consolidated Performance Comparison
Integrations
Integrations
Quick Consols has a generic API that it can use to integrate with any ERP system.
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
A consolidated financial reporting software for groups of companies.
Company Email
steven.auf@quickconsols.com
Contact No.
Company's Address
Quick Consols
131 12th Ave, Rivonia
Johannesburg, Gauteng 2128
South Africa
Quick Consols Comparisons
Popular Quick Consols Alternatives

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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
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
It may not always be enough to just compare Quick Consols and Salesforce Financial Services Cloud with each other. While specific functionalities, cost and customer experience are all crucial and should be considered when making a final choice, you should also take a look at the recognition and awards won by each solution. Very often a less known software may turn out to be a great choice that was distinguished with industry awards such as our Great User Experience Award which shows that despite smaller market popularity it’s a significant rival to the solutions that rule the market.
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