Turn financial plans into actionable Salesforce intelligence
When household planning data lives in Salesforce, wealth teams use it for advisor workflows, client reviews, marketing, targeting, segmentation, and firm-wide insights — not just one-off planning meetings.
Plan health, projected net worth, and household plan cards — on governed Salesforce records advisors already opened.
Sample household data for illustration only — not a client record.
Where wealth workflows break today
Planning lives outside the book of record
CRM shows the household; the plan is in an external planning portal or a spreadsheet. Staff reconcile two systems — and planning insights never become CRM intelligence.
Reviews stall on stale PDFs
Annual reviews lose momentum when balances, goals, or tax context were updated in Salesforce but never pushed to the planning portal.
Marketing cannot target planning needs
Funding gaps, Roth opportunities, and review urgency live in a disconnected planner — so outreach teams guess instead of segmenting on real plan health.
Compliance wants one control plane
A second vendor login, export file, or planning database is another place to review access, residency, retention, and who saw what.
Why planning data belongs in Salesforce
Planning results become governed CRM data — so advisors, marketing, operations, and leadership act on the same household intelligence.
Household plans, projection runs, and explorer results stay on Financial Planner records — not stale PDFs emailed between systems.
Advisors open funding gaps, first deficit year, net worth, and watchlist metrics on the Financial Plan before the client meeting.
Retirement readiness, tax exposure, Roth opportunities, and review urgency become fields and metrics your firm can report on — not portal-only views.
Segment on plan health, retirement window, education goals, or cash-flow risk instead of generic CRM demographics alone.
Leadership dashboards can surface households with projected shortfalls, stale calculations, or unresolved goals across advisors and books.
Packaged permission sets, audit history, and Salesforce automation govern who sees planning data and what happens next.
Sample household data for illustration only — not a client record.
How wealth teams can leverage planning data in Salesforce
Native planning data supports growth and service workflows — not just advisor efficiency in a meeting.
Marketing campaigns from planning signals
Target outreach on retirement readiness, funding gaps, education funding needs, tax-aware opportunities, Roth conversion windows, or upcoming RMDs — using plan metrics on Salesforce records.
Advisor dashboards and book-of-business insight
Show households with projected shortfalls, stale plans, unresolved goals, or review opportunities in list views and dashboards advisors open every morning.
Targeted outreach by life event and plan health
Filter on goal progress, plan health, household segment, retirement window, or cash-flow risk — then launch timely client conversations.
Tasks and flows triggered by plan changes
Create Salesforce tasks or automation when Run Calculation surfaces a new funding gap, stale projection, or planning risk that needs follow-up.
Segmentation across the book
Segment by advisor, household, investable assets, retirement date, education goals, cash-flow risk, or tax exposure — all from governed planning records.
Executive reporting across the firm
Leadership sees planning opportunities, review backlog, and retirement-risk concentration without exporting portal data to spreadsheets.
Better handoffs across the firm
Advisors, associates, marketing, operations, and compliance reopen the same Financial Plan context — not disconnected files passed between teams.
Annual review on a sample household
Sample household data for illustration only — not a client record.
Before the Chen household annual review, the advisor runs Calculation and opens plan health on the Financial Plan record. Steps below are illustrative — not a client record.
Overview shows first deficit in 2041 and a projected funding gap the advisor discusses in the review.
A Salesforce task is assigned to the primary advisor with the Financial Plan linked for follow-up.
Marketing ops adds the household to a retirement-readiness outreach list filtered on funding-gap risk.
What-If tests reducing spending 10%; comparison results stay on the same plan record.
Plan health, scenario results, and task history remain on governed Salesforce records for the next associate or review.
Sample takeaway: Planning insight becomes a review task, a segment, and a follow-up scenario — all attached to the Salesforce household instead of a disconnected portal export.
Note: Sample workflow only. Task, segment, and automation setup depends on your Salesforce configuration.
Advisor workflow: before, during, and after the meeting
Planning stays on the household record through preparation, the client conversation, and follow-up — inside Salesforce.
Before the review
Associates update accounts, income, and expenses on the plan; Run Calculation refreshes plan health, funding gaps, and insight cards on the Financial Plan record.
During the meeting
Advisors open the same Financial Plan from the household relationship — cash flow, plan health, net worth, and watchlist metrics on one screen. What-If and Monte Carlo answer client questions in session.
After the meeting
Explorer runs, scenario comparisons, and projection history stay on the plan. Advisors create tasks, update segments, or trigger follow-up workflows without exporting to another system.
Across the firm
Marketing, service, and leadership use the same planning data for campaigns, review prioritization, and executive reporting — governed by Salesforce permissions.
Salesforce workflow proof in Financial Planner
Real product UI — plan health on household records, app-home prioritization, and follow-up scenario modeling on governed Salesforce records.
Financial detail, assumptions, and projection history on the record
Funding gaps, deficits, net worth, and watchlist metrics
Tasks, segments, campaigns, reports, and follow-up scenarios
Results remain on the household for the next review or handoff
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Sample household data for illustration only — not a client record.
Governance, permissions, and compliance control
Planning data stays inside the Salesforce control plane your firm already operates.
- Packaged FinPlan Admin and User permission sets govern who can view, edit, and run calculations on planning records.
- Sharing rules, field-level security, and audit history apply to Financial Plan data like the rest of your org.
- Planning outputs are estimates for advisor workflow — not trade recommendations, tax advice, or custodian instructions.
- Compliance teams review one data residency model instead of a separate planning vendor database.
Common questions
How is this different from using a dedicated planning portal next to Salesforce?
Financial Planner keeps planning data on Salesforce records — not a separate portal your team exports from. Firms still evaluate feature fit, but the differentiator is governed in-org data that supports reports, segmentation, tasks, and workflows.
Can planning data be used in Salesforce reports and dashboards?
Yes. Financial Plan records and packaged planning metrics can feed Salesforce reports and dashboards — so leadership sees funding gaps, stale plans, and review opportunities across the book of business.
Can firms segment households by planning needs or funding gaps?
Yes. Plan health, first deficit year, funding gap, retirement window, and related metrics on Salesforce records support list views, campaigns, and segmentation your admin defines.
Can marketing teams target clients based on planning insights?
Yes — when planning results live in Salesforce, marketing can build campaigns around retirement readiness, education funding needs, tax-aware opportunities, Roth conversion windows, or upcoming RMDs instead of generic outreach.
Does client data leave Salesforce?
No. Household planning records, projection results, and explorer outputs stay in your org. Financial Planner is a managed package — not an external planning portal.
How do permissions and compliance workflows work?
Packaged FinPlan permission sets, sharing rules, field-level security, and audit history apply to planning records the same way they apply to CRM. Compliance reviews one control plane.
Is this designed for RIAs, wealth teams, or Salesforce-first advisory firms?
All three. RIAs and wealth teams that already run Salesforce get native planning without a sidecar system. Salesforce-first advisory firms gain planning data that supports growth, service, and executive reporting — not just advisor efficiency.
See Financial Planner in your Salesforce workflow
Request early access to evaluate household records, projections, insights, and explorers before the public AppExchange listing goes live.
- Public AppExchange listing coming soon — request early access to pilot in your org.
- Passed Salesforce AppExchange security review.
- Stratus Cloud Solutions has built Salesforce-native apps since 2009.
- Documentation is available for evaluator walkthroughs. Open docs