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Atin18 Salesforce for Wealth Management
Looking for implementing Salesforce industry solution for Wealth Management domain. Came across free AppExchange product 'Salesforce for Wealth Management'. Can someone please provide pointers on the below:
- Whether it fully caters to a typical Wealth Management domain?
- Is is totally free of cost?
- Once installed, will be available as a managed package?
- To what extent can it be customized?
- Is is the same as industry solution?
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