There are a lot of interesting, useful tools that come out-of-the-box that support those that run wealth management, insurance, or any sort of financial advisory companies.
A few key components include:
Modeling your Accounts as people (Person Accounts)
Relevant Objects for tracking data, including things like Insurance Policies, Financial Accounts, Claims, and Securities. Plus, all of the relationships that you’d want to your Accounts and Opportunities.
Great visual components for tracking life events and modeling households.
