Salesforce Services for Financial        Services Organizations             Salesforce Implementation             Salesfor...
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Datasheet financial services & wealth management

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Datasheet financial services & wealth management

  1. 1. Salesforce Services for Financial Services Organizations Salesforce Implementation Salesforce Integration Salesforce Remote Admin & Support Salesforce Best Practices Salesforce Training Force.com DevelopmentCapital Market Firms Wealth Management Firms Client Acquisition & Portfolio Client Acquisition & Maintenance Capture / Review Single access to Financial Automated Interfaces for Accounts, Holdings & Interests Custodian & Accounting Data Automated Interfaces with Management Accounting, Trading & Portfolio Single access to all Custodian Management Systems Historical Information & Positions Automated Workflow & Approval Group Relationship Management Processes & Advisory Team Collaboration Household / Group Relationship Management & Advisory Team Collaboration Integration with Advent Software etc. info@mansasys.com | +1 (415) 293-8297 One Market Street, Spear Tower, Suite 3600, San Francisco CA 94105 www.mansasys.com

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