AdvisorShelf
AdvisorShelf / CRM / Salesforce Financial Services Cloud

CRM

Salesforce Financial Services Cloud

Salesforce CRM for financial services that unifies banking, wealth and insurance data around each client.

Made by Salesforce, inc. Visit Salesforce Financial Services Cloud's website
Starting priceFrom $325/user/mo
Checked on the vendor's site · Oct 6
Price on their own siteYes
Firm sizeNot assessed yet
Connections listed2 connectionsMoney Guide Pro, Ortec. Source and date for each below.
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What their website looks like

Screenshot of Salesforce Financial Services Cloud's homepage
Salesforce Financial Services Cloud's homepage, as it appeared on Oct 20. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

Salesforce Financial Services Cloud pricing page
PlanPriceBilling
Sales Core $325/user/mo
per user, per month
 Billed annually
USD
Sales Advanced $500/user/mo
per user, per month
 Billed annually
USD
Sales Max $700/user/mo
per user, per month
 Billed annually
USD

Service editions (Service Core, Advanced, Max) are listed at the same prices: $325, $500 and $700 USD per user per month, billed annually

Insurance, digital origination and compliance add-ons are priced separately on the same page

Source: Salesforce Financial Services Cloud pricing page. Checked on the vendor's site, Oct 6.

Where Salesforce Financial Services Cloud sits on price

Salesforce Financial Services CloudOther advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Nothing the vendor says sends data in
Salesforce Financial Services Cloud2 connections listed

Data goes out to

Nothing the vendor says it sends out
Listed, no detail
Money Guide ProOrtec
Connection cost: Salesforce's pricing FAQ says integrations that aren't built in may need MuleSoft licences, an integration partner, or apps from AgentExchange; it gives no prices.
Checked on the vendor's site · Oct 6Salesforce Financial Services Cloud pricing FAQ
Money Guide Pro
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Salesforce Financial Services Cloud product page. Checked Oct 6.
Ortec
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: Salesforce Financial Services Cloud product page. Checked Oct 6.

Announced, not shown live

Salesforce, inc. has announced these, but we found no page showing them live. They don't count in filters, stats or comparisons until we do.

Pershing X
Checked on the vendor's site
  • Direction not stated: data from Pershing X and Salesforce brought together (announced: 'When available')
Source: Salesforce news story on the Pershing X collaboration, published Aug 23, 2023. Checked Oct 6.
This source is more than 2 years old. Ask Salesforce, inc. whether it still works this way.

Moving to Salesforce Financial Services Cloud from another tool

What Salesforce, inc.'s own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

We didn't find it on the Salesforce Financial Services Cloud pages we read

We looked on Oct 8. Before you sign, ask Salesforce, inc. which tools they import from, what comes across (contacts, notes, documents, history), who does the work, and whether it costs extra.

Leaving later

Admins can export all of the org's data as CSV files, manually every 7 or 29 days depending on edition, or on a schedule.
Checked on the vendor's site · Oct 6

Source: Salesforce Help: Export Backup Data from Salesforce

Of the 29 other advisor CRMs whose pages we've read for this, 1 says on its own site that it imports from Salesforce Financial Services Cloud: OmegaFP. Each one's profile says what comes across.

Also mentions Salesforce Financial Services Cloud, in words we couldn't label as an import: Altitude CRM. Its profile shows the words.

Fits best if

Our judgement

We haven't assessed fit for Salesforce Financial Services Cloud yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare Salesforce Financial Services Cloud with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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