---
schema_version: "1"
id: 6d61c8933f89abc5c125d575c25e9dc25c25add79943f03c6649bba04c82efa2
title: Assess Client Financial Health with Financial Portfolio
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/262-0-0/rn_fsc_financial_portfolio.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_financial_portfolio.htm&release=262.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e07d9343b00f77bac96ec0a6f45568354e8c2f2214d3e9d6a7e9a3e2d1854b36
description: Give your wealth advisors a unified view of a client's portfolio directly in Agentforce Financial Services. With Financial Portfolio, advisors can assess portfolio health, identify risk, and respond to client inquiries without switching to external portals. Advisors can monitor liquidity, review AUM (account under management) trends, and analyze top position concentrations from a single interface.
products:
  - Cross Cloud
release: "262"
---
# Assess Client Financial Health with Financial Portfolio

Give your wealth advisors a unified view of a client's portfolio directly in Agentforce Financial Services. With Financial Portfolio, advisors can assess portfolio health, identify risk, and respond to client inquiries without switching to external portals. Advisors can monitor liquidity, review AUM (account under management) trends, and analyze top position concentrations from a single interface.

**Where:** This change applies to Lightning Experience in Enterprise and Unlimited editions with the Agentforce for Financial Services add-on license, or in Agentforce 1 Financial Services Edition.

**Why:** Your advisors had to piece together a client's financial picture from multiple external sources, slowing down their ability to respond to inquiries and spot risk. Now they can access all of it in one place:

- **Financial Overview:** Monitor overall financial health. View liquid cash reserves against required minimums, track AUM trends over the last three months, and review account performance.
- **Portfolio and Tax:** Analyze portfolio composition and tax efficiency. View top position concentrations, drill into hierarchical tax lots, monitor drift against target allocation models, and review year-to-date realized capital gains.
- **Cash Flow and Activity:** Track money movement and transaction history. Search historical transactions to resolve inquiries, and monitor net deposits and withdrawals to gauge client satisfaction and detect flight risk.

**How:** To set up Financial Portfolio, use the BridgeFT connector to populate the Data 360 DMOs that power the experience, or connect your own custodial data source. Then create an Identity Resolution Ruleset to unify your customer data sources. In Setup, build your Financial Portfolio configuration. Add cards, select chart types and presets, map your axes and KPIs to an active autolaunched flow, and define the layout tier and section for the component.

#### See Also

- [_Salesforce Help:_ Set Up Financial Portfolio](https://help.salesforce.com/s/articleView?id=ind.fsc_client_details_financial_portfolio_setup.htm&language=en_US)