What is better Salesforce Financial Services Cloud or Asset Vantage? We are here to streamline the cumbersome process of comparing Accounting Software products for you. For instance, on this page you can check the overall performance of Salesforce Financial Services Cloud (8.8) and compare it with the overall performance of Asset Vantage (8.0). It's also possible to match their overall user satisfaction rating: Salesforce Financial Services Cloud (98%) vs. Asset Vantage (100%).
Similarly, you can read their services thoroughly to check which product can better address your company’s needs. Generally, any business app has to let you to immediately check the big picture, at the same time offering you quick access to the details.
In the event you have to quickly identify the top Financial Reporting Software according to our review team we recommend you take a look at the following services: FreshBooks, NetSuite ERP, Zoho Books.
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.
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
email
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.
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
Almost as important as features and client support quality are pricing packages provided by Salesforce Financial Services Cloud and Asset Vantage. Even though pricing should not be the only aspect it’s definitely a significant thing to consider. You should expect a flexible pricing plan that can be matched with your company size and painlessly scaled up if your business develops. Be sure that you don’t choose pricing plans that have extra functionalities that you won’t find useful and always make an effort to get in touch with the vendor directly because enterprises can often count on special pricing. You should also try out a free trial or demo of every product to spend at least some time using it. It’s a useful experience that doesn’t require you to spend any money and provides you with a solid overview of what it feels like to work with Salesforce Financial Services Cloud and Asset Vantage.
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FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
