Skience for Salesforce
Unifies wealth-management workflows, client onboarding, account opening, integrations, and e-signatures in Salesforce.
Skience, LLCPaid
Fidelity Integration for Salesforce
by Fidelity InvestmentsSalesforceFree
Links client investment accounts in Salesforce Platform to Wealthscape accounts.
PRICINGFree
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
The add-in links clients’ investment accounts in Salesforce to their Wealthscape accounts.
Key capabilities
from the Salesforce AppExchange listingAccount linking
Links clients’ investment accounts in Salesforce with their Wealthscape accounts.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
More from Fidelity Investments
Similar plugins in Salesforce Platform · Finance
View all 295 →
Automated CSAT Survey
Automates customer satisfaction surveys and stores responses in Salesforce.
Dean Infotech Pvt LtdFree
Docusign eSignature for Salesforce: The trusted eSignature solution
Send, sign, track, and store agreements from Salesforce records with DocuSign eSignature.
Docusign, IncPaid
Docusign CLM: Streamlined Contract Lifecycle Management
Manage contracts in Salesforce with templates, negotiation tools, approvals, workflows, repository search, and analytics.
Docusign, IncPaid
What the vendor says
«Fidelity Investments® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. Please see terms and conditions for additional risk language. Designed to help save time and deliver a more streamlined and connected platform …»
Official marketplace listing
Marketplace
Publisher
Fidelity Investments
Updated on marketplace
Facts verified