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Financial Services Cloud Pricing. Manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty. Read our product descriptions to find pricing and features info.
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Salesforce financial services cloud is a great tool that helps entrepreneurs manage their finances in line with crm goals. Professional plan is $150 per user/per month, billed annually. Learn how to transform every client relationship into a wealth of new opportunities.
Professional plan is $150 per user/per month, billed annually.
Iex cloud was built on the idea that you should be able to get all the financial data you need in one place and only pay for what you use. Manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that earns lasting loyalty. Unlimited plan is $450 per user/per month, billed annually. Compare pricing for financial services cloud against the competition.
