Build a Digital Portal for Independent Advisors with Lightning Components

Build and empower your independent advisor network with an advisor partner portal. Connect directly with independent advisors to share client data—including financial accounts, goals, and relationships—in a secure, branded location. Speed up your implementation and supercharge independent advisor productivity with Financial Services Cloud Lightning components and user profiles.

Financial Services Cloud community

Create an Advisor Partner user and assign the required permissions so an independent advisor can access Financial Services Cloud Communities. The Advisor Partner profile includes field-level security settings for standard objects and standard fields from the Advisor profile.

After you configure an Advisor Partner profile, you can add these Financial Services Cloud Lightning components with Community Builder.

  • Birthday Card
  • Financial Accounts
  • Financial Summary
  • Lead Card
  • Opportunities
  • RMD Card
  • Task Card

Lightning components for Financial Services Cloud Communities are supported in a mobile experience. You can also customize the branding of these components for your community.