Advisors will soon be offered an application that, when their clients permit, affords them real-time access to client data; the advisor version of the dashboard helps streamline advisors’ data-management chores (they do a lot of manual data-entry) and improves performance for clients, according to the company’s website.
Announcing Wealth Access for Financial Services Cloud on Salesforce AppExchange
Wealth Access customers can now benefit from access to transparent financial views and unified data across business lines with a powerful new solution that connects advisors and investors through each stage of the customer journey. Wealth Access, a customer...
