Salesforce Financial Services Cloud
NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
General ledger
Sales and Accounts Receivable
- Track sales and accounts receivable
- Automatically record recurring orders and invoices
- Accounts receivable & reports update as invoices are paid
- Generate professional quotes, sales orders, and invoices
Financial Analysis and Reports
- Easily generate over 20 essential financial reports
- Income Statement (Profit & Loss statement)
- Balance Sheet
- Analyze sales by customer, salesperson or item
- Financial reports
Accounts Payable
- Manage accounts payable and pay bills
- Outgoing payment and purchasing transactions
- Generate purchase orders
- Create and print checks
Pricing Info
Below are discounted prices for a Lifetime License. You can visit the vendor’s pricing page for any changes in their pricing.
Express Accounts Plus – $99.00
- Fully featured, single installation license
Express Accounts Basic – $79.99
- Standard Edition
While the vendor’s website lists all the features that come with the software as well as available add-ons, no distinction is provided between its Basic and Plus plans. Please contact them for more details.
Integrations
- Web access lets multiple users within the organization securely log in and use the program over the network or even the internet
- Works for both product- and service-based businesses
- NCH Stock Control and Inventory Management
- NCH Timesheet
- NCH Employee productivity and management
- NCH Project management
- NCH Personal finance software
- NCH Point-of-sale software
- NCH Business card software
- NCH CRM
- NCH Business presentation
- NCH Staff productivity and attendance
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 freemium accounting software for small businesses that need to document and report payables and cash flow including sales, receipts, payments and purchases.
Company Email
Company's Address
6120 Greenwood Plaza Blvd
Greenwood Village CO, 80111
USA
Express Accounts Comparisons
Popular Express Accounts Alternatives
The services compared on this page are merely a sliver of our complete Accounting Software category and you should keep in mind that there may be more reliable services available. If you want to guarantee you make the best possible choice for your business we strongly urge you to test more products first. It may also be a good idea to check out our top 10 Accounting Software list to learn which apps are now the highest-rated ones and dominate the market.
Page last modified