Analytics for Wealth Management a comprehensive analytics solution that’s part of a suite of CRM Analytics apps for Financial Services Cloud customers. Its extensive sets of dashboards apply the power of CRM Analytics to all significant data and KPIs from the Financial Services Cloud. .
Note Analytics for Wealth Management is included with CRM Analytics for Financial Services,
which is available at an extra charge for customers with Financial Services Cloud Basic or
Standard licenses and the FSCAnalyticsPlus (CRM Analytics for Financial Services) license. See
Deploy CRM Analytics for Financial Services for
complete deployment instructions.