Optimize the Financial Services Cloud Experience with Wealth Management, a New Lightning App

Itching to brand your app with a custom color and logo? Or to add, delete, or customize tabs? You can do all this and more by upgrading to Wealth Management, a new Lightning app. The Wealth Management app offers all the features and functionality of the Financial Services Cloud app, plus Lightning enhancements, a referral management workflow, and customizable components to support rollups for financial accounts.

We know what you’re thinking: Financial Services Cloud is already available in Lightning Experience. You’re right about that. Although we optimized Financial Services Cloud for Lightning, the app was built in Salesforce Classic. We think it’s worth your while to upgrade. But don’t worry; the Financial Services Cloud app isn’t going anywhere. It remains available to retain your customizations. With a simple post-upgrade step, you can port over your customizations to the Wealth Management app and enable your Financial Services Cloud (Classic) app to be visible only in Classic.