Asset Management on Elements - Elements

Salesforce has implemented security changes impact Salesforce orgs including Elements clients starting this month.

This article includes the impact and what steps to take to comply with these changes.

Clients will need to implement and use Microsoft Graph to connect between Salesforce and Exchange Online. To learn more about this and what is required, click here.
Clients will need to implement domain verification. To learn more about this and what is required, click here.

Asset Management on Elements

App built for Asset Managers to master the market, optimize channels, and cultivate lasting client relationships.

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Video: Introduction to Asset Management Distribution Channels Elements Asset Management App - The Basics Distribution Teams Hierarchy of Objects in Elements (Asset Management) Investment Accounts on Asset Management Relationships on Asset Management Investment Products Contacts on Asset Management Investment Strategies Companies on Asset Management