Planned pricing for Salesforce wealth teams
Financial Planner is coming soon on AppExchange. Planned licensing is $600 USD per user per year, with a 30-day trial that includes one fully functional Financial Plan when the listing is public.
Planned pricing when the listing is public. At launch, a 30-day trial will include one fully functional Financial Plan; a paid subscription will be required to create or change plans afterward. Nonprofit discounts available — contact us.
Licensing, onboarding, and support
Everything buyers need to evaluate and roll out Financial Planner in a Salesforce org.
Salesforce org requirement
Installs as a managed package in your org. Compatible with Sales Cloud and Financial Services Cloud.
Per-user licensing
Planned price is $600 USD per user per year. Contact us for nonprofit pricing.
Trial at launch
When the listing is public: 30-day trial with one fully functional Financial Plan. Request early access until then.
Onboarding
Product documentation and optional live demo with our team.
Support
Contact us for implementation questions, licensing, and rollout planning.
Security review
Financial Planner has passed Salesforce AppExchange security review. Package controls are documented on the Security page.