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Salesforce Financial Services Cloud VS Money Guide Pro

Compare Salesforce Financial Services Cloud VS Money Guide Pro and see what are their differences

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Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

Money Guide Pro logo Money Guide Pro

Money Guide Pro is a financial planning software solution.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Money Guide Pro Landing page
    Landing page //
    2021-10-13

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Money Guide Pro videos

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Retirement Planning Analysis - Money Guide Pro

Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Money Guide Pro)

Salesforce Financial Services Cloud

Money Guide Pro

Business & Commerce
53 53%
Business & Commerce
47% 47
Accounting
0 0%
Accounting
100% 100
CRM
100 100%
CRM
0% 0
Tool
0 0%
Tool
100% 100

User comments

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and Money Guide Pro, you can also consider the following products

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Working Papers - Working Papers is flexible project management software solution.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Creditsafe - Creditsafe offers solutions for online commercial credit information and reports.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Quicken - Stay in control of your monthly cash flows, budgets, and expenditures. Quicken provides a navigable interface where you can organize your debit, credit, and savings, and build good habits accordingly.

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