Test report · cycle Oct 14, 2026
Salesforce Financial Services Cloud: 75/100
Pass #2 of 3 financial advisors CRMs. Salesforce's industry cloud for banks, wealth and insurance.
Test results
| Test | Result | Points | Rule |
|---|---|---|---|
| Published pricing | ✓ pass | 20/20 | 20 if the vendor publishes a starting price; 8 if only a third-party estimate exists; 0 if quote-only. |
| Plan transparency | ✓ pass | 15/15 | 15 if three or more plans show a price; 10 for two; 5 for one; 0 for none. |
| No hidden fees | ✓ pass | 15/15 | 15 with no extra costs found (onboarding fees, seat minimums, usage charges, paid add-ons); minus 5 for each one found. |
| Free plan | ✕ fail | 0/10 | 10 if a free plan exists; 0 if not. |
| Small-team access | ✕ fail | 0/15 | 15 if one user can buy; 10 if the minimum is 2–3 users; 5 for up to 10; 0 above that. |
| Industry integrations | ✓ pass | 15/15 | 15 if it connects to industry systems (LOS, practice management, IDX); 0 otherwise. |
| Google and Microsoft fit | ✓ pass | 10/10 | 5 each for Google Workspace and Microsoft 365 integration. |
| Total | 75/100 |
Pricing found
Source: Salesforce, checked Oct 14, 2026. Published
Sales Core$325 /user/mo
Advanced$500 /user/mo
Max$700 /user/mo
No hidden fees found on the pricing page.
First-year cost on the entry plan
| Team | First year |
|---|---|
| 1 user | $3,900 |
| 5 users | $19,500 |
| 10 users | $39,000 |
| 25 users | $97,500 |
Fit
Large wealth and banking firms with Salesforce admins. Best for 50+ users. Microsoft 365Google WorkspaceIndustry systems
Skip it if: Independent advisors: Wealthbox or Redtail cost a fraction.