---
schema_version: "1"
id: 5d93b38747f6d75f9e1868823805c48d2b0cb34eef898bf4fda3f9ccb055e8df
title: Analytics for Wealth Management Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_wealth_management.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_wealth_management.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 85ddba8ee36c93a4c76b348548b95b4285442ec0fad646f995da54af77cdc318
description: 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. .
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Analytics for Wealth Management Template

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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

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](https://developer.salesforce.com/docs/atlas.en-us.financial_services_cloud_admin_guide.meta/financial_services_cloud_admin_guide/fsc_financial_services_analytics.htm) for complete deployment instructions.