Financial Services Cloud: Lightning Components in Communities, Client Profile Builder, Individual and Relationship Group Enhancements

Share the wealth of Financial Services Cloud Lightning components that are now available in Communities. Get on the fast track to creating individuals and adding them to groups with the new Client Profile Builder. Take advantage of quick actions in Wave for Financial Services Cloud.

Available in Lightning Experience for an extra cost in: Professional, Enterprise, and Unlimited Editions

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.
Access Financial Services Cloud in Communities
You can now create custom branded portals on Community Cloud so independent advisors or your clients can access and interact with the data that they need from Financial Services Cloud.
Create an Individual with the Client Profile Builder
Now an advisor can create an individual and add that individual to a relationship group with the new Client Profile Builder.
Take Action in Einstein Analytics for Financial Services Cloud
Actionable Client Insights with Wave Analytics lets advisory teams take quick action on client data. Advisors can log a call, task, or event in five Wave dashboards and surface key insights across the entire book of business, all without the need for supporting analysis or multiple spreadsheets.
Unlock Member Details on Relationship Groups
You now have the flexibility to display the most relevant information to your business by configuring the Group Member Detail component.
Configure Account and Contact Information
You now have the flexibility to configure account and contact information to fit the way advisors like to work. In Lightning App Builder, show contact details at the top of the client record page and account information at the bottom. Or vice versa. You can also rearrange Account and Contact Related Lists on the Related tab.
Let the Last Name Be First
To support languages that order names differently, you can now change the order of how an individual’s first name and last name appear on the details page.
Other Changes in Financial Services Cloud
Learn about smaller changes that improve your experience with Financial Services Cloud.