What you get
- FSC data model: households, relationship groups, financial accounts
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with 3 action plan templates
- Compliant data sharing and field audit trail
- Migration of up to 25,000 records
Scope
Included
- Up to 35 advisors or bankers
- FSC data model (person accounts, households, relationship groups, financial accounts, financial goals)
- Actionable Relationship Center on 2 record pages
- 1 client onboarding process with action plans (3 templates)
- Compliant data sharing for 1 role hierarchy
- Field history and field audit trail on up to 20 fields
- 10 reports and 2 dashboards
- Migration of up to 25,000 records from 1 source
- 3 trainings (admin, advisors, operations)
Standard on every implementation
- A named senior consultant from kickoff to go-live; no junior staff and no offshore hand-off.
- Kickoff workshop (up to 2 hours) and a written project plan with dates.
- Weekly 30-minute status call and a written weekly status.
- Discovery and design sessions as listed per package; a written design summary approved before build.
- Build in a sandbox, test portal or development workspace where the platform supports one, then deployment to production.
- Unit testing by Vantage Point; one UAT cycle supported; one round of fixes for defects against the approved design.
- Admin documentation: configuration log, runbook, and a field/object or property dictionary for what we built.
- The training sessions listed per package, delivered remotely and recorded; a training guide for each audience.
- 30 days of hypercare after go-live: defects in delivered scope are fixed at no charge; enhancements go to the optional post-go-live block.
- Definition-of-done checklist signed by the client.
Not included
- Custodial, core-banking or policy-admin integrations and data feeds
- Agentforce
- Shield setup
- Insurance policy or loan origination objects beyond core FSC
- Experience Cloud
Always outside a fixed-scope package
- Software licences, credits, add-ons, apps, connectors, and vendor support.
- Custom code (Apex, LWC, Visualforce, HubSpot custom modules or apps, serverless functions, API services).
- Data cleansing, deduplication, enrichment or transformation beyond the record counts and rules listed; data is loaded as the client provides it.
- Integrations not named in the package, and any work inside third-party systems.
- Content: copywriting, design, imagery, email or page templates beyond the numbers listed.
- Training beyond the sessions listed, training for staff hired after go-live, and in-person training.
- Legal, compliance or regulatory approval; we configure controls, the client's compliance team approves them.
- Administration after the 30-day hypercare (sold as Support).
- Additional UAT cycles caused by changes to approved requirements.
- Work outside business hours (US Central or EET by client region), on-site work and travel.
- Performance or load testing, penetration testing, and accessibility audits.
- Licence negotiation, vendor contract changes, and vendor-side configuration we cannot access.
What you provide
- Household and relationship rules
- Source data export
- Compliance requirements for data sharing
- A project owner with decision authority, available 2 to 4 hours a week.
- Licences in place, admin access, and a sandbox or test environment by kickoff.
- Subject-matter experts for each process in scope, available for workshops.
- Source data exported in the agreed format by the date in the project plan.
- Answers, design approvals and UAT sign-off within 3 business days of each request.
- Their own users' availability for training sessions.
- Compliance and legal review of any client-facing content, messaging or AI output.
Assumptions
- FSC licences in place
- Person accounts enabled or approved for enabling
- The client holds the edition and licences named in the package (for example Salesforce Enterprise or above; HubSpot Professional or above).
- One production org, portal or workspace, one business unit, one currency and one language unless the package says otherwise.
- Source data is in a single, exportable system and needs no reconstruction.
- Work is delivered remotely, in English.
- Timelines start when access is granted and run continuously; client-side delays extend them.
Done means
Acceptance: Households and relationships display correctly for a sample of 25 clients signed off by the client; onboarding process runs end to end.
Price and change control
- The published price buys the scope above. If discovery shows you need more processes, more data or an integration, we quote the difference in writing before any work starts.
- Anything not listed as included is a change. Changes are written up, priced and approved by you before we do them.
- Software licences, subscriptions and third-party fees are bought by you from the vendor and are never included.
- 30 days of hypercare after go-live is included. Ongoing support is available as a block of hours, retainer or managed service.
- EU and UK clients: euro pricing is shown above; VAT is added where applicable.
Frequently asked questions
How much does a Financial Services Cloud implementation cost?
Foundation starts at $22,000 for up to 35 advisors and takes 4 to 6 weeks. Growth, for 35 to 100 users with more processes, an Agentforce agent and Shield, starts at $48,000. Firms with 1 to 10 advisors can use the Small-RIA FSC edition at $15,000.
Does Foundation include our custodian feed?
No. Custodial and core-banking integrations are a separate add-on from $12,000 per custodian, using the vendor's connector, so you only pay for the feeds you need.
Can you migrate from Wealthbox or Redtail?
Yes. Foundation includes up to 25,000 records from one source. Larger books are the org migration add-on, and a single joining advisor's book is the $4,500 Advisor Book Migration.