Financial advisors · Best for enterprise wealth firms
Salesforce Financial Services Cloud review
Salesforce's industry cloud for banks, wealth and insurance.
Who it's for
Large wealth and banking firms with Salesforce admins.
Who should skip it
Independent advisors: Wealthbox or Redtail cost a fraction.
Pros and cons
Pros
- Deep household and compliance data model
- Salesforce ecosystem
Cons
- Highest price in this list
- Needs implementation partner
Pricing
Salesforce Financial Services Cloud starts at $325/user/mo on the Sales Core plan. Published
See every Salesforce Financial Services Cloud plan, hidden costs and first-year cost
Integrations
Microsoft 365Google WorkspaceIndustry systems
Best fit: 50+ users.
Salesforce Financial Services Cloud alternatives
| CRM | Starting price | Best for |
|---|---|---|
| WealthboxBest for independent advisors | $59/user/mo | 1–100 users |
| RedtailBest low-cost advisor CRM | $39/user/mo | 1–5 users |