Sage Intacct
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
Basic accounting
- Accounts Payable
- Accounts Receivable
- General Ledger
- Multi Currency Support
Fixed assets
- Depreciation Tracking
Job/Project management
- Inventory Management
- Business Activity Statements
- Auto-Tax Calculator
- Multiple Sales Tax
- 1099 Support
Workflow
- Automated Journal Entries
- Bank Reconciliation
- Trial Balance
Pricing Info
Pricing for this product is offered on by quote basis. To get a quote tailored to your specific needs please contact the vendor directly.
Integrations
- Global Business Management
- Platform as a Service, Development Tools and Web Services
- Salesforce.com
- Paychex and ADP
- Clarizen
- Development Sandbox
- Intacct Accounting Edition
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Nike Foundation, Voltari, Zend, Canto, Demandforce, Meetup
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
Sage Intacct offers a wide range of out-of-the-box features with customizable functions to fit various conversion funnels and purchase orders. This cloud-based solution empowers users with tools to enhance efficiency to grow their businesses.
Company Email
info@intacct.com
Contact No.
Company's Address
150 Almaden Boulevard, Suite 1500
San Jose, CA 95113
USA
Sage Intacct Comparisons
Popular Sage Intacct Alternatives
Every time you select a software that you are sure will work best for your team you shouldn’t only focus on what experts have to say about it. In many cases individual experience with the software may change, depending on your own goals and needs. This is why in our reviews we also offer our User Satisfaction Rating for each product to give you a quick overview of how real users of Salesforce Financial Services Cloud and Sage Intacct estimate their experience with the software. Our algorithm is built around complex analysis of product mentions on other sites, social networks as well as blogs, so you are going to get a full and reliable picture of what other customers think about every solution. In this example Salesforce Financial Services Cloud got a total satisfaction rating at 98% while for Sage Intacct 99% of people say they had a positive experience with it.
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