fsc-wealth-mgmt-integrations-impl

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Financial Services Cloud Wealth Management

Use the Salesforce Financial Services Cloud (FSC) Wealth Management app to access wealth management features. With this integration API, you can manage beneficiaries, update customer profile.

The Financial Services Cloud Wealth Management app is a reference implementation. To complete the integration, you must include connectivity to your own core banking or operational systems using MuleSoft Anypoint Studio.

To view the Financial Services Cloud Mortgage Loan APIs, see FSC Customers API.


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TypeExample
OrganizationMuleSoft
Published by
MuleSoft Organization
Published onFeb 11, 2025
Asset overview
Industries CloudFSC
Custom fields

Asset versions for 1.0.x

Asset versions
VersionActions
1.0.1
1.0.0