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Key features include client and household management, financial goal tracking, referrals and lead management, and compliance adherence.
It employs robust data security measures, including encryption, secure APIs, and compliance with financial regulations.
Integration options include APIs, third-party applications, and connectors for financial data feeds and services.
Yes, it offers extensive customization options through Salesforce’s declarative tools and Apex code.
The platform offers comprehensive reporting and dashboard features to track client data, performance metrics, and compliance.
Common use cases include wealth management, retail banking, and insurance client management.
It supports compliance through features like secure data handling, audit trails, and adherence to financial regulations.
Certification maintenance involves completing Trailhead maintenance modules periodically.
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