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 Statement
- Balance Sheet
- Cash Flow Statement
- Trial Balance
- Aged Receivables Report
- Receivables Movement Report
- Aged Payables Report
- Payables Movement Report
- Full General Ledger Report
- Full Journal Entries Report
- Full Transactional History
- Double Entry Level Drill Down Functionality
- End User Reconciliations
- Covenant Reports
- Sales Invoice Reports
- Full Audit Preparation Pack
- Monthly Management Accounts
Pricing Info
Pricing Info
Contact Validis for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.
Integrations
Integrations
Validis integrates with the following business systems and applications:
- Acomba
- Avantage
- Microsoft Dynamics NAV
- Microsoft Dynamics GP
- Intuit QuickBooks
- Intuit QuickBooks Online
- Sage ACCPAC
- Sage 50 (Peachtree)
- Xero
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Deloitte, Moore Stephens, Withum
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
Validis is a cloud-based business solution designed and developed exclusively for lenders and auditors.
Company Email
salesUSA@validis.com
Contact No.
Company's Address
11801 Domain Drive, Suite 300
Austin, TX 78752
USA
Validis Comparisons
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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
If you are still having second thoughts about which app will perform best for your business it might be a sound idea to check out each service’s social metrics. Such metrics are quite often a way to see how popular every app is and how wide is its online presence.For instance, if you look at Validis LinkedIn account you’ll learn that they are followed by 280 people. In case of Salesforce Financial Services Cloud the number of followers on their LinkedIn page is 688013.
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