---
schema_version: "1"
id: 4922b3d5476d0e48fc879b6b57cdc51d90caff87c8bb2a2599862fb2f6bf0dbb
title: Agentic Advisor for Wealth Management
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_agentic_advisor_wlth_mgmnt.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentic_advisor_wlth_mgmnt.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 897912b44e62282c893bc2e45c555c3191797a9a1db71d95c320e9e8771820c2
description: Give wealth advisors an AI-powered command center for every client relationship. Agentic Advisor for Wealth Management brings AI-generated client summaries, prioritized insights and actions, and a unified view of client portfolios directly onto the client and household record pages. Connect third-party custodial data providers like BridgeFT through Connector Library, streamline household creation and visualization, and speed up referral submissions with dynamic intake forms and assignment rules. These updates help advisors spend less time searching for information and more time on high-value client conversations.
products:
  - Cross Cloud
release: "262"
---
# Agentic Advisor for Wealth Management

Give wealth advisors an AI-powered command center for every client relationship. Agentic Advisor for Wealth Management brings AI-generated client summaries, prioritized insights and actions, and a unified view of client portfolios directly onto the client and household record pages. Connect third-party custodial data providers like BridgeFT through Connector Library, streamline household creation and visualization, and speed up referral submissions with dynamic intake forms and assignment rules. These updates help advisors spend less time searching for information and more time on high-value client conversations.

- **[Client Detail](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_client_detail.htm&release=262.0.0&type=5)**  
    Give your advisors a complete view of every client and household when they open an account record. Show advisors AI-generated summaries, timely insights, and recommended actions, alongside dedicated tabs for financial performance, financial accounts, household member relationships, and financial plans and goals. Customize what your advisors see on the record page so they stay focused on what's relevant to their book of business and spend more time on high-value client conversations.
- **[Run My Day](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_run_my_day_overview.htm&release=262.0.0&type=5)**  
    Give your wealth advisors a centralized, prioritized home page that shows daily meetings, client alerts, and ranked insights so they can act on high-impact signals without switching between systems.
- **[Connector Library](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_connector_library_overview.htm&release=262.0.0&type=5)**  
    Use Connector Library to connect external financial data providers, such as BridgeFT for custodial and portfolio data, and bring a unified, accurate view of client wealth directly into Agentforce Financial Services advisor experiences.
- **[Households](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_households.htm&release=262.0.0&type=5)**  
    Create households in minutes with minimal information. Simplify the household creation experience with a configuration-driven setup. Instantly update household details post the client meeting from a Meeting Playbook. Customize the predefined Actionable relationship Center (ARC) graph or template that helps users visualize complex household relationships without information overload.
- **[Intelligent Referral Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_referral_management.htm&release=262.0.0&type=5)**  
    Design responsive intake forms that reduce manual errors and speed up referral submissions. Connect specific financial needs to the right specialists by using assignment rules. Create referrals by using meeting followup summaries.
- **[New Connect REST APIs in Agentic Advisor for Wealth Management](https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_agentic_advisor_wealth_mgmnt_connect_api_resources.htm&release=262.0.0&type=5)**  
    Use the new resources to create and manage referral intake forms to speed up referral submissions, get a complete view of each client when they open an account record, and create and manage referral assignment rules to route referrals to the right specialist based on a client's specific financial needs.