---
schema_version: "1"
id: 47efa7738983f0dc0986b98211d86bdbf98f882006bcba24dd3b55170af3f09f
title: Client Detail for Agentic Advisor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_agentic_advisor_client_detail.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_agentic_advisor_client_detail.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c2e3c87e3ce03757966e33afa1128a989a3230ddb3e9d1d620370dee947eddfc
description: Client Detail gives wealth advisors a complete, real-time view of a client and their household on a single record page in Agentic Advisor. Before a meeting or during a call, advisors can see contact details, an AI-generated financial summary, and time-sensitive portfolio changes and life events with recommended actions. Everything is available from the account record, so advisors can stay focused on the client.
products:
  - Financial Services
release: "264"
---
# Client Detail for Agentic Advisor

Client Detail gives wealth advisors a complete, real-time view of a client and their household on a single record page in Agentic Advisor. Before a meeting or during a call, advisors can see contact details, an AI-generated financial summary, and time-sensitive portfolio changes and life events with recommended actions. Everything is available from the account record, so advisors can stay focused on the client.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with the Agentforce for Financial Services add-on license or included in Agentforce 1 Financial Services Edition</td></tr></tbody></table>

## Why Client Detail in Agentic Advisor

Wealth advisors need client context to deliver personalized service. Client Detail brings this information directly into Agentic Advisor so advisors can prepare for interactions without switching between systems.

Effective wealth management requires understanding each client's financial information, recent portfolio changes, upcoming life events, and relationship history. Traditionally, advisors navigated multiple systems, open contact records in separate tabs, and check external portfolio management tools to gather client context. This scattered information resulted in time-consuming meeting preparation, incomplete context during calls, and missed client needs.

Client Detail consolidates this information on the account record page where advisors work. Instead of switching between systems during a client call or spending time gathering context before a meeting, advisors have what they need immediately visible.

## What Client Detail Shows

Client Detail includes three components that give advisors the context they need before and during client interactions. The Household Snapshot component shows primary member contact details and key account details on household record pages. The Client Pulse component generates an AI-powered summary of a client's financial health, goal progress, and recent developments each time an advisor opens a record. The Insights and Actions component shows time-sensitive portfolio changes and upcoming life events, along with recommended actions advisors can take from the record page.

To learn how to set up and use Client Detail in your org, see [Setup and Configuration of Client Detail](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_setup_overview.htm&release=264.0.0&type=5 "Client Detail consists of multiple components and tabs, and each one requires its own setup and configuration. Complete the setup for each component and tab before advisors start using Client Detail.").

#### See Also

- [Prerequisites for Setting Up Client Detail](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_prerequisites.htm&language=en_US)
- [How Advisors Use Client Detail](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_advisor_use.htm&language=en_US)
- [Client Detail Considerations](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_client_details_considerations&language=en_US)