Wealth360 — FSC Powered Implementation Accelerator (India)
A Salesforce Financial Services Cloud (FSC) + Experience Cloud + Agentforce–ready “System of Engagement” accelerator for Indian Wealth Management & Product Distribution firms.
Who this is for
Wealth360 is built for Indian wealth management and investment distribution businesses that run RM-led growth and need a modern engagement layer across: acquisition → onboarding → suitability → portfolio operations → consent → execution updates → reporting and governance.
Primary Users
What Wealth360 Enables
Wealth360 is a unified, FSC-based accelerator covering the full wealth engagement journey:
Why Wealth360 (The Problem it Solves)
Most wealth firms face a mix of: fragmented RM tools, manual onboarding, scattered approvals/consents, weak household context, limited operational visibility, and heavy dependence on spreadsheets/email for portfolio ops and reporting.
Wealth360 standardizes those workflows into an enterprise Salesforce foundation with:
Salesforce Tech Stack (Accelerator Foundation)
Product Scope Supported (Asset Classes)
Wealth360 supports multi-asset advisory and distribution journeys across:
Journey summary (End-to-End)
Functional Modules (Accelerator Catalog)
A) Customer 360 (Individual, Business, Household)
What it enables
B) RM 360 (Advisor workstation)
What it enables
C) Manager 360 (Manager / BU Head console)
What it enables
D) Product, Scheme & Market Data Management
What it enables
E) Digital Onboarding & Account Opening
What it enables
F) Risk Profiling & Suitability
What it enables
G) Transaction Management + Consent + Tracking
What it enables
H) Holdings & Portfolio Management
What it enables
I) Model Portfolio Management & Rebalancing
What it enables
J) Financial Planning + Goals (Agentforce-ready)
What it enables
K) Reporting, Dashboards & Business Metrics
What it enables
L) Mobile enablement
What it enables
AI Use Cases (Agentforce Layer — Optional)
Wealth360 includes well-defined AI use cases that remain human-in-the-loop (RM review/edit) and governed:
1) AI Interaction Summary Generation
2) AI Interaction Summary Generation
3) AI Rebalancing Support (Model Portfolio Rebalance Agent)
Integration Readiness (India Wealth Ecosystem)
Wealth360 is designed to integrate with typical wealth/back-office ecosystems, including:
Enterprise-Grade Controls (Governance & Audit)
Wealth360 is built with enterprise governance patterns:
What Makes This an “Implementation Accelerator.”
Wealth360 is not just a feature list—it is an implementation-ready accelerator package with:
