Best AI for AdvisorsDisclosure: Some links on this page may be affiliate links, which means we may earn a commission at no extra cost to you. Listings are independent and sponsored placements are always labeled. Learn more.
Salesforce Financial Services Cloud pricing
Short answer: Per Salesforce Financial Services Cloud's pricing page (checked October 21, 2026): From $325/user/mo (annual). All 4 listed plans and options are below.
Salesforce Financial Services Cloud plans and prices
| Plan | Price | Note |
|---|---|---|
| Sales Core | $325/user/month billed annually | |
| Sales Advanced | $500/user/month billed annually | |
| Sales Max | $700/user/month billed annually | |
| Service Core | $325/user/month billed annually |
Prices as of October 21, 2026, in USD, as listed on Salesforce Financial Services Cloud's pricing page. Vendors change prices often; confirm before you buy.
What drives your Salesforce Financial Services Cloud bill
- Priced per user (or per advisor/seat), so cost grows with headcount.
- Annual billing or an annual term applies to some or all plans.
Example: At the listed rate, 3 people on Sales Core would cost $975/month ($11,700/year), before taxes, add-ons, setup fees or discounts.
Before you buy
- Implementation partners add cost beyond license fees.
- Pick Sales vs Service editions based on your use.
- Plan for admin time to maintain customizations.
Salesforce Financial Services Cloud pricing vs alternatives
| Tool | Starting price | Free option | Details |
|---|---|---|---|
| Salesforce Financial Services Cloud | From $325/user/mo (annual) | None listed | Pricing details |
| Practifi | From $135/user/mo | None listed | Pricing details |
| Wealthbox | From $59/user/mo | Free trial offered. | Pricing details |
| Redtail CRM | From $39/user/mo (annual) | Free trial offered. | Pricing details |
| Advyzon | Contact vendor | None listed | Pricing details |
List prices from each vendor's website as of October 21, 2026.
More: Salesforce Financial Services Cloud review · Salesforce Financial Services Cloud alternatives · Best CRM tools
Get a Salesforce Financial Services Cloud demo
Tell us a little about your firm and we'll pass your request to Salesforce Financial Services Cloud's team. Free, no obligation.
Get one practical AI-for-advisors email a week
New AI tools for advisors, what changed, and practical ways to use them. One email a week; unsubscribe anytime.
Opens our beehiiv page to confirm. Free, no spam, unsubscribe anytime. What you'll get
FAQ
How much does Salesforce Financial Services Cloud cost?
Sales Core: $325/user/month billed annually; Sales Advanced: $500/user/month billed annually; Sales Max: $700/user/month billed annually; Service Core: $325/user/month billed annually. Prices as of October 21, 2026.
Does Salesforce Financial Services Cloud have a free plan or trial?
Salesforce Financial Services Cloud's pricing page doesn't list a free plan or trial as of October 21, 2026. Ask the vendor about demos or pilots.
What should I ask Salesforce Financial Services Cloud about pricing?
Implementation partners add cost beyond license fees. Pick Sales vs Service editions based on your use. Plan for admin time to maintain customizations.