A branded, secure portal where households complete onboarding, exchange documents and follow their plan, with every interaction recorded against the advisor relationship.
Experience Cloud lets a wealth management firm give clients a secure, branded site that runs on the same records advisors use every day. Households can complete account opening paperwork, upload tax returns and estate documents, review financial plan milestones, book time with their advisor and send secure messages. Because the portal reads from Salesforce, it exposes only what the firm chooses, and every upload or request lands on the household record. Firms also use it for a second audience: the CPAs and estate attorneys who share clients and need a controlled way to collaborate on them.
Wealth management clients are households, not individuals. A married couple, their adult children, a trust and a family foundation may each need different access to the same relationship. Experience Cloud adapts through sharing sets and account relationships that decide which member sees which accounts, documents and tasks. The service model differs from retail banking as well: clients expect a personal advisor, not a self-service website, so the portal supports the relationship instead of replacing it. Books and records rules add another layer, because messages and shared files may need to be retained and supervised. And since the custodian holds the assets, positions and balances are usually displayed through an integration rather than stored in Salesforce as the source of truth.
New households receive a guided checklist covering account applications, risk questionnaires, beneficiary designations and identity documents. Progress shows on the advisor's household record, and operations staff see exactly which forms are missing. Once the checklist is complete, the data passes to the custodian's account opening process instead of being retyped, which cuts errors and narrows the gap between a signed agreement and a funded account.
Clients upload tax returns, held-away account statements, insurance policies and estate plans into a portal vault rather than attaching them to email. Files are classified by type and linked to the household, so planners find them when building or updating a plan. Advisors can publish finished deliverables back to the same space, and the client receives a notification that something new is waiting.
The portal can display goals such as education funding or retirement readiness, the actions agreed in the most recent review meeting and who owns each next step. Clients see progress between meetings rather than only at them, and advisors prepare for reviews already knowing which tasks the household has finished on its side, leaving more of the meeting for real planning conversations.
CPAs, estate attorneys and insurance specialists often work on the same family's affairs. A separate partner experience lets those professionals see only clients who have authorized sharing, exchange documents for a specific planning project and track open requests. It replaces long email threads that are difficult to supervise and archive, and it shows the family that its advisors are coordinating.
Financial Services Cloud's household model is usually the foundation, with persons, households and account relationships defining who can see what in the portal. The first decision is the visibility rule for each relationship type, since a spouse, an adult child, a trustee and a professional collaborator each need a distinct profile or permission set. The second is the system of record for positions and balances, typically the custodian or portfolio accounting platform, displayed through integration. The third is document classification, because categories such as tax, estate, insurance and account forms drive retention, search and supervisory review.
Account opening data flows out and positions, balances and account status flow back, so clients see current information without the firm storing duplicate records.
Plan outputs, goals and milestones sync to the household, so the portal reflects the latest plan rather than a static file from an earlier review.
Signing requests and executed forms attach to the household record, and stored files follow the retention rules compliance has set for each document category.
Client messages and shared documents may count as business communications. Work with compliance to decide what is archived, how supervisory review happens and whether chat is enabled at all, so the portal does not open an unsupervised channel under SEC or FINRA expectations.
Access mistakes in a family portal are personal and damaging. Test visibility for divorce, incapacity, a new trustee and a child reaching adulthood before launch, and give operations a simple way to change access when family circumstances shift. Document who approves each change.
Clients of advisory firms value the human relationship above convenience features. Use the portal to remove paperwork friction and keep households informed, but route questions to the advisor team and avoid anything that makes clients feel pushed toward a call center.
Client names are anonymized.
Not strictly, but it helps. Financial Services Cloud provides households, relationship groups and financial account objects that make portal visibility rules much easier to express. Firms running on Sales Cloud with a custom model can still launch a portal, though more sharing logic has to be built by hand. We usually recommend settling the core data model first and designing the portal second.
They can, provided the custodian or portfolio accounting platform feeds that data in. Most firms display positions and performance from that source rather than copying them into Salesforce as editable records, which keeps a single version of the truth. Others prefer to link to an existing reporting site through single sign-on. The choice depends on the data available and how much the firm wants to maintain.
A banking portal is built for high-volume self-service transactions. A wealth portal serves fewer, more complex relationships, so it emphasizes document exchange, planning progress and communication with a named advisor. Access rules are also more nuanced because they follow family structures, trusts and entities. That shapes design choices from navigation through to the way client requests are routed internally.
Agentforce can answer common questions about forms, request status and meeting scheduling, and help clients locate documents they have already shared. We keep it away from investment recommendations and anything that could be construed as advice, and we log its conversations like any other client communication. Advisors can also use AI to summarize a household's portal activity before a review meeting.
One onshore team with 150 Salesforce certifications, a Salesforce Consulting Partner since 2017.
A monthly brief for the people who own Salesforce, AI and revenue technology
What changed in Salesforce and AI this month, and what to do about it.
One email a month. Written by the consultants who deliver the work, not by a marketing team, for the leaders who make the technology decisions.
Consultant analysis, not vendor recaps. One click to leave.