{"id":10787,"date":"2026-01-09T11:35:42","date_gmt":"2026-01-09T10:35:42","guid":{"rendered":"https:\/\/enxoo.com\/?page_id=10787"},"modified":"2026-01-09T17:12:28","modified_gmt":"2026-01-09T16:12:28","slug":"wealth-management","status":"publish","type":"page","link":"https:\/\/enxoo.com\/pl\/wealth-management\/","title":{"rendered":"Wealth Management"},"content":{"rendered":"<div class=\"wp-block-group alignfull is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-group alignfull is-layout-constrained wp-container-core-group-is-layout-90c07591 wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0;padding-top:0px;padding-right:0;padding-bottom:0px;padding-left:0\">\n    <style>\n        .hero-container {\n            display: flex;\n            align-items: center;\n            gap: 32px;\n            padding: 16px 0;\n            flex-wrap: nowrap;\n            height: 82vh;\n        }\n      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0.94;\n\t\t\t}\n\t\t}\n\t\t@media (max-width: 430px) {\n\t\t\t p.hero-subtitle br {\n\t\t\t\tdisplay: none;\n\t\t\t}\n\t\t}\n\t\t\n\t\t\/* Hiding the section under hero on mobile *\/\n\t\t@media screen and (max-device-width: 495px) {\n\t\t\tdiv.wp-block-group.wealth-management-specs-section.is-layout-flex {\n\t\t\t\tdisplay: none;\n\t\t\t} \n\t\t}\n\n    <\/style>\n\n    <div class=\"container hero-container\">\n        <div class=\"hero-content-text\">\n            <div class=\"hero-text\">\n                <div class=\"hero-main-slogan\">\n                    <h1 class=\"hero-title\">Wealth Management<\/h1>\n                    <p class=\"hero-subtitle\">Unifying data, streamlining onboarding, and empowering advisors<br> with AI - that\u2019s wealth and asset management with Enxoo.<\/p>\n                <\/div>\n            <\/div>\n            <a href=\"https:\/\/enxoo.com\/pl\/contact\/\" class=\"custom-cta\">\n                Read More\n                <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                    <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M1.04616 8.92304H11.2615C11.5385 8.92304 11.6615 9.2615 11.4769 9.44612L8.52308 12.4C8.33846 12.5846 8.33846 12.8615 8.52308 13.0461L9.2 13.723C9.38462 13.9077 9.66154 13.9077 9.84616 13.723L15.2308 8.30766C15.4154 8.12304 15.4154 7.84612 15.2308 7.6615L9.84616 2.27689C9.66154 2.09227 9.38462 2.09227 9.2 2.27689L8.55385 2.92304C8.36923 3.10766 8.36923 3.38458 8.55385 3.5692L11.5077 6.52304C11.6923 6.73843 11.5692 7.07689 11.2923 7.07689H1.07693C0.830772 7.07689 0.615387 7.2615 0.615387 7.50766V8.43074C0.615387 8.67689 0.800002 8.92304 1.04616 8.92304V8.92304Z\" fill=\"#101070\"\/>\n                <\/svg>\n            <\/a>\n        <\/div>\n        <img decoding=\"async\" class=\"hero-img\" src=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/wealth-management-hero-img.svg\" alt=\"Wealth Management\">\n    <\/div>\n\n    \n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull wealth-management-specs-section has-background is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-918c1f61 wp-block-group-is-layout-flex\" style=\"background-color:#f2f2ff;margin-top:0;margin-bottom:0;padding-top:22px;padding-right:0;padding-bottom:22px;padding-left:0\">\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-4d6718bc wp-block-group-is-layout-flex\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n  <rect width=\"16\" height=\"16\" rx=\"8\" fill=\"url(#paint0_linear_1418_18609)\"><\/rect>\n  <path d=\"M6.72591 11.0461L3.67976 7.9815C3.56899 7.87073 3.56899 7.68611 3.67976 7.57534L4.08591 7.16919C4.19668 7.05842 4.3813 7.05842 4.49206 7.16919L6.7813 9.47688C6.85514 9.55073 6.98437 9.55073 7.05822 9.47688L11.5444 4.9538C11.6551 4.84304 11.8398 4.84304 11.9505 4.9538L12.3567 5.35996C12.4674 5.47073 12.4674 5.65534 12.3567 5.76611L7.13206 11.0461C7.02129 11.1753 6.83668 11.1753 6.72591 11.0461Z\" fill=\"#101070\"><\/path>\n  <defs>\n    <lineargradient id=\"paint0_linear_1418_18609\" x1=\"16\" y1=\"1.90735e-06\" x2=\"1.90735e-06\" y2=\"16\" gradientunits=\"userSpaceOnUse\">\n      <stop offset=\"0.375\" stop-color=\"#00FFAA\"><\/stop>\n      <stop offset=\"1\" stop-color=\"#00D4FF\"><\/stop>\n    <\/lineargradient>\n  <\/defs>\n<\/svg>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-493b746929c8e424de901779e2a3bbf0\" style=\"color:#101070;margin-left:8px\">Faster Onboarding<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-4d6718bc wp-block-group-is-layout-flex\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n  <rect width=\"16\" 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View<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-content-justification-space-between is-nowrap is-layout-flex wp-container-core-group-is-layout-4d6718bc wp-block-group-is-layout-flex\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n  <rect width=\"16\" height=\"16\" rx=\"8\" fill=\"url(#paint0_linear_1418_18609)\"><\/rect>\n  <path d=\"M6.72591 11.0461L3.67976 7.9815C3.56899 7.87073 3.56899 7.68611 3.67976 7.57534L4.08591 7.16919C4.19668 7.05842 4.3813 7.05842 4.49206 7.16919L6.7813 9.47688C6.85514 9.55073 6.98437 9.55073 7.05822 9.47688L11.5444 4.9538C11.6551 4.84304 11.8398 4.84304 11.9505 4.9538L12.3567 5.35996C12.4674 5.47073 12.4674 5.65534 12.3567 5.76611L7.13206 11.0461C7.02129 11.1753 6.83668 11.1753 6.72591 11.0461Z\" fill=\"#101070\"><\/path>\n  <defs>\n    <lineargradient id=\"paint0_linear_1418_18609\" x1=\"16\" y1=\"1.90735e-06\" x2=\"1.90735e-06\" y2=\"16\" gradientunits=\"userSpaceOnUse\">\n      <stop offset=\"0.375\" stop-color=\"#00FFAA\"><\/stop>\n      <stop offset=\"1\" stop-color=\"#00D4FF\"><\/stop>\n    <\/lineargradient>\n  <\/defs>\n<\/svg>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-0f89e35dfa17ee94097a6f3f7dd0977c\" style=\"color:#101070;margin-left:8px\">Better Decisions<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-constrained wp-container-core-group-is-layout-a13702f3 wp-block-group-is-layout-constrained\" style=\"background:linear-gradient(180deg,rgb(242,242,255) 0%,rgb(255,255,255) 58%);margin-top:0;margin-bottom:0;padding-top:80px;padding-bottom:80px\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-bottom:80px\">\n<h2 class=\"wp-block-heading has-text-align-center wealth-management-title\" id=\"h-salesforce-financial-services-cloud-for-wealth-management\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\">Salesforce Financial Services Cloud<br> <mark style=\"background-color:rgba(0, 0, 0, 0);color:#0000bf;font-family:'Instrument Serif';font-style: italic;\" class=\"has-inline-color\">for<\/mark> Wealth Management<\/h2>\n\n\n\n<p class=\"has-text-align-center wealth-management-subtitle has-text-color has-link-color has-medium-font-size wp-elements-8dd6452a1fae275dae50207817f71d10\" style=\"color:#101070;margin-top:12px;margin-bottom:0\">Financial Services Cloud provides a holistic client 360 view of assets and goals in one dashboard.<\/p>\n\n\n\n<p class=\"has-text-align-center wealth-management-description has-text-color has-link-color wp-elements-ad4641aae2a095e67de28233cb5a0ce5\" style=\"color:#101070;margin-top:12px;margin-bottom:0;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);\">Accelerates time to value, boosts advisor productivity, empowers teams, helps deliver personalized advice, increases client retention, and deepens loyalty.<\/p>\n<\/div>\n\n\n\n    <style>\n        \/* Desktop version *\/\n        .wm-services-cards {\n            width: 100%;\n            display: flex;\n            align-items: flex-start;\n            gap: 32px;\n            flex: 1 0 0;\n            align-self: stretch;\n        }\n        .wm-services-card {\n            display: flex;\n            flex-direction: column;\n            align-items: flex-start;\n            flex: 1 0 0;\n            align-self: stretch;\n            border-radius: 20px;\n            background: var(--Base-Snow, #F9F9FF);\n            height: 403px;\n        }\n        .wm-services-card-top {\n            display: flex;\n            justify-content: center;\n            align-items: center;\n            flex: 1 0 0;\n            align-self: stretch;\n            border-radius: 20px 20px 0 0;\n            background: linear-gradient(236deg, #F9F9FF 9.98%, #FFF 90.02%);\n        }\n        .wm-services-card-top div {\n            display: flex;\n 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class=\"wm-services-card-top\">\n                    <div>\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"60\" height=\"60\" viewbox=\"0 0 60 60\" fill=\"none\">\n                            <path d=\"M29.9999 18.9083C34.5831 18.9083 38.2985 15.1921 38.2985 10.608C38.2985 6.0238 34.5831 2.30762 29.9999 2.30762C25.4166 2.30762 21.7012 6.0238 21.7012 10.608C21.7012 15.1921 25.4166 18.9083 29.9999 18.9083Z\" fill=\"#101070\"\/>\n                            <path d=\"M55.8308 24.4495H4.16893C2.32222 24.4495 1.58353 26.7584 3.15324 27.7743L16.6227 36.444C17.2691 36.9058 17.6384 37.737 17.3614 38.4758L12.2829 55.3651C11.7289 57.2122 14.1296 58.5051 15.5147 57.1198L28.6148 43.2782C29.3535 42.4471 30.6462 42.4471 31.3849 43.2782L44.485 57.1198C45.7777 58.5051 48.1784 57.2122 47.7168 55.3651L42.6383 38.4758C42.4536 37.737 42.7306 36.9058 43.377 36.444L56.8465 27.7743C58.4162 26.7584 57.6775 24.4495 55.8308 24.4495Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/div>\n                <div class=\"wm-services-card-bottom\">\n                    <h4>Smart Prioritization of Clients<\/h4>\n                    <p>It flags whom to call first based on high potential, high risk of churn, upcoming maturity, and large cash inflows.<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"wm-services-card\">\n                <div class=\"wm-services-card-top\">\n                    <div>\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"60\" height=\"60\" viewbox=\"0 0 60 60\" fill=\"none\">\n                            <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M47.769 45.8077L46.7306 46.8462C45.5767 48.0001 44.0767 48.577 42.4614 48.577H39.4614C36.6921 48.577 33.6922 46.3847 33.6922 42.577V39.6924C33.6922 37.3847 34.7306 36.0001 35.3075 35.1924L47.769 22.5001C48.1152 22.1539 48.4613 21.3462 48.4613 20.8847V11.3077C48.4613 8.30775 45.9229 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30 39.232 30 40.2704V42.1166ZM32.7692 30.9251C32.7692 31.9636 31.9616 32.7713 30.9231 32.7713H18.0001C16.9616 32.7713 16.1539 31.9636 16.1539 30.9251V29.079C16.1539 28.0405 16.9616 27.2328 18.0001 27.2328H30.9231C31.9616 27.2328 32.7692 28.0405 32.7692 29.079V30.9251ZM57.1154 25.8445L55.9615 24.6906C55.2692 23.9983 54.1154 23.9983 53.4231 24.6906L39.3462 39.2291C39.2308 39.2291 39.2308 39.4599 39.2308 39.4599V42.5753C39.2308 42.806 39.2308 43.0368 39.4616 43.0368H42.4616C42.5769 43.0368 42.6923 42.9214 42.8077 42.9214L57 28.6137C57.9231 27.806 57.9231 26.6522 57.1154 25.8445V25.8445Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/div>\n                <div class=\"wm-services-card-bottom\">\n                    <h4>Meeting Briefs & Summaries<\/h4>\n                    <p>It generates brief summaries before meetings from notes, emails, and past calls, and then creates action points and follow-up drafts after the meeting.<\/p>\n                <\/div>\n            <\/div>\n            <div class=\"wm-services-card\">\n                <div class=\"wm-services-card-top\">\n                    <div>\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"60\" height=\"60\" viewbox=\"0 0 60 60\" fill=\"none\">\n                            <path d=\"M36.3347 31.8691H36.3578C35.4117 31.9499 34.5694 32.1114 33.8424 32.3422C33.8424 32.3422 32.7809 32.6768 31.154 32.9076C30.7732 32.9653 30.2886 32.9653 30.0232 32.9653H29.8271C29.5617 32.9653 29.0655 32.9422 28.6963 32.8845C27.0694 32.6191 26.0194 32.2499 26.0194 32.2499C25.2924 32.0191 24.4501 31.8461 23.504 31.7422C18.3232 31.2114 16.0847 33.1845 15.9578 33.5538C15.8309 33.923 16.3963 38.723 16.8117 39.4845C17.2155 40.2345 17.8386 40.673 18.404 40.9153C18.9809 41.1576 23.7232 41.6307 25.304 41.4114C26.8847 41.1922 27.1271 40.6614 27.554 39.8538C27.854 39.2768 28.6271 36.6691 29.054 35.1345C29.1578 34.8345 29.1694 34.2345 29.8963 34.1884C30.6232 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26.5038C43.6386 25.1653 42.9117 23.3538 41.6194 21.5422C46.0386 24.3807 48.9001 28.7884 48.9001 33.7384C48.9001 42.2768 40.4309 49.223 30.0232 49.223Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/div>\n                <div class=\"wm-services-card-bottom\">\n                    <h4>AI-Assisted Service<\/h4>\n                    <p>It understands client messages from email, chat, and forms, routes them to the appropriate team, and proposes compliant reply templates.<\/p>\n                <\/div>\n            <\/div>\n        <\/div>\n\n    <\/div>\n\n    \n<\/div>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\" style=\"padding-top:40px;padding-bottom:40px\">\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-57fb5f0b wp-block-group-is-layout-constrained\" style=\"margin-bottom:32px;letter-spacing:-0.5px;line-height:1.25\">\n<h2 class=\"wp-block-heading has-text-align-left wealth-management-title\" id=\"h-ideal-scenario\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\">Ideal Scenario<\/h2>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-right wealth-management-title\" id=\"h-advisor-s-day\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#0000bf;font-family:'Instrument Serif';font-style: italic;\" class=\"has-inline-color\">Advisor\u2019s Day<\/mark><\/h2>\n<\/div>\n\n\n\n<p class=\"has-text-align-center asset-management-description\" style=\"margin-top:0px;margin-bottom:32px;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);\">A wealth advisor opens FSC and sees a prioritized list of clients with AI suggestions: whom to call, why now, and with which proposal.<br>Before each meeting, they read a one-page AI brief instead of digging through systems.<br>After the call, FSC auto-creates notes, tasks, and a follow-up email.<br>Most manual work disappears; the advisor spends the day actually advising.<\/p>\n\n\n\n    <style>\n\t\t\/* Desktop version *\/\n        .wm-advisor-scenario-cards {\n            display: flex;\n            justify-content: center;\n            align-items: center;\n            gap: 32px;\n            flex: 1 0 0;\n            align-self: stretch;\n        }\n        .wm-advisor-scenario-card {\n            display: flex;\n            padding: 24px;\n            flex-direction: column;\n            align-items: center;\n            gap: 24px;\n            height: 488px;\n            flex: 1 0 0;\n            align-self: stretch;\n            border-radius: 20px;\n            background: linear-gradient(42deg, #FFF 2.28%, #F9F9FF 97.72%);\n        }\n        .wm-advisor-scenario-card:nth-child(2) {\n            background: linear-gradient(42deg, #F9F9FF 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     <div class=\"wm-advisor-scenario-cards\">\n            <div class=\"wm-advisor-scenario-card\">\n                <div class=\"profile-info\">\n                    <div class=\"profile-badge\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <rect width=\"16\" height=\"16\" rx=\"8\" fill=\"#00D4FF\"\/>\n                            <path d=\"M7.63105 4.49221L7.3172 4.17836C7.2249 4.08605 7.09566 4.08605 7.00336 4.17836L5.04643 6.11682L4.25259 5.34144C4.16028 5.24913 4.03105 5.24913 3.93874 5.34144L3.62489 5.65528C3.53259 5.74759 3.53259 5.87682 3.62489 5.96913L4.71413 7.05836C4.80643 7.15067 4.9172 7.18759 5.02797 7.18759C5.13874 7.18759 5.24951 7.15067 5.34182 7.05836L7.63105 4.80605C7.70489 4.73221 7.70489 4.58452 7.63105 4.49221ZM12.1357 6.59682H8.2772C8.11105 6.59682 7.98182 6.46759 7.98182 6.30144V5.71067C7.98182 5.54452 8.11105 5.41528 8.2772 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12.431 10.9907V11.5814C12.431 11.7476 12.3018 11.8768 12.1357 11.8768Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                        Task Added \u2713\n                    <\/div>\n                    <img decoding=\"async\" src=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Tom-Miller.svg\" alt=\"Tom Miller\">\n                    <div class=\"profile-details\">\n                        <h4>Tom Miller<\/h4>\n                        <p>Private Client<\/p>\n                    <\/div>\n                <\/div>\n                <div class=\"profile-summary\">\n                    <div class=\"summary-header\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                        <p>\"Tech sector overweight vs. target. Rebalancing recommended.\"<\/p>\n                    <\/div>\n                    <div class=\"summary-divider\"><\/div>\n                    <div class=\"summary-details\">\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Trigger Event<\/p>\n                            <p class=\"detail-value\">Portfolio Drift Alert (>5% Variance)<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Relationship Value<\/p>\n                            <p class=\"detail-value\">AUM: $1.8M<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Last Interaction<\/p>\n                            <p class=\"detail-value\">60+ days (Warning: Overdue)<\/p>\n                        <\/div>\n                    <\/div>\n                    <div class=\"call-row\">\n                        <a href=\"#\" class=\"call-btn\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M13.0511 10.2048L11.4096 8.8859C11.0329 8.58983 10.4947 8.56291 10.1179 8.85899L8.71865 9.88179C8.55719 10.0164 8.315 9.98945 8.15355 9.82796L6.05462 7.94385L4.17096 5.84442C4.0095 5.68292 4.0095 5.46759 4.11714 5.27918L5.1397 3.87956C5.4357 3.50274 5.40879 2.96442 5.11279 2.5876L3.79423 0.945736C3.39059 0.461251 2.66403 0.407419 2.20658 0.864988L0.807288 2.26461C0.592013 2.47994 0.484375 2.77601 0.484375 3.07209C0.618922 5.8175 1.85675 8.42834 3.68659 10.2586C5.51643 12.0889 8.12664 13.327 10.8714 13.4616C11.1674 13.4885 11.4634 13.3539 11.6787 13.1386L13.078 11.739C13.5892 11.3352 13.5623 10.5816 13.0511 10.2048V10.2048Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            Call\n                        <\/a>\n                        <a href=\"#\" class=\"action-btn\">\n                            Review Rebalancing Options\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"wm-advisor-scenario-card\">\n                <div class=\"profile-info\">\n                    <div class=\"profile-badge\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <rect width=\"16\" height=\"16\" rx=\"4\" fill=\"#00D4FF\"\/>\n                            <path d=\"M11.4075 10.7201L11.2315 10.8961C11.0353 11.0896 10.7711 11.1987 10.4955 11.2001H9.96753C9.48753 11.2001 8.95953 10.8321 8.95953 10.1601V9.66409C8.95953 9.26409 9.13553 9.02409 9.24753 8.89609L11.4075 6.72009C11.4715 6.65609 11.5195 6.52809 11.5195 6.44809V4.80009C11.5195 4.27209 11.0875 3.84009 10.5595 3.84009H5.43953C4.91153 3.84009 4.47953 4.32009 4.47953 4.80009H4.15953C3.80753 4.80009 3.51953 5.08809 3.51953 5.44009C3.51953 5.79209 3.80753 6.08009 4.15953 6.08009H4.47953V7.36009H4.15953C3.80753 7.36009 3.51953 7.64809 3.51953 8.00009C3.51953 8.35209 3.80753 8.64009 4.15953 8.64009H4.47953V9.92009H4.15953C3.80753 9.92009 3.51953 10.2081 3.51953 10.5601C3.51953 10.9121 3.80753 11.2001 4.15953 11.2001H4.47953C4.47953 11.8401 4.91153 12.1601 5.43953 12.1601H10.5595C11.0875 12.1601 11.5195 11.7281 11.5195 11.2001V10.7681C11.5195 10.6721 11.4715 10.6561 11.4075 10.7201ZM9.75953 6.24009C9.75953 6.41609 9.61553 6.56009 9.43953 6.56009H6.23953C6.06353 6.56009 5.91953 6.41609 5.91953 6.24009V5.92009C5.91953 5.74409 6.06353 5.60009 6.23953 5.60009H9.43953C9.61553 5.60009 9.75953 5.74409 9.75953 5.92009V6.24009ZM8.31953 10.0801C8.31953 10.2561 8.17553 10.4001 7.99953 10.4001H6.23953C6.06353 10.4001 5.91953 10.2561 5.91953 10.0801V9.76009C5.91953 9.58409 6.06353 9.44009 6.23953 9.44009H7.99953C8.17553 9.44009 8.31953 9.58409 8.31953 9.76009V10.0801ZM8.79953 8.16009C8.79953 8.33609 8.65553 8.48009 8.47953 8.48009H6.23953C6.06353 8.48009 5.91953 8.33609 5.91953 8.16009V7.84009C5.91953 7.66409 6.06353 7.52009 6.23953 7.52009H8.47953C8.65553 7.52009 8.79953 7.66409 8.79953 7.84009V8.16009ZM13.0235 7.29609L12.8315 7.10409C12.7035 6.97609 12.5115 6.97609 12.3835 7.10409L9.93553 9.58409L9.91953 9.63209V10.1601C9.91953 10.2081 9.91953 10.2401 9.96753 10.2401H10.4955L10.5595 10.2241L13.0235 7.76009C13.1515 7.61609 13.1515 7.42409 13.0235 7.29609Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                        Note Added \u2713\n                    <\/div>\n                    <img decoding=\"async\" src=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Emily-Sato.svg\" alt=\"Dr. Emily Sato\">\n                    <div class=\"profile-details\">\n                        <h4>Dr. Emily Sato<\/h4>\n                        <p>Private Client<\/p>\n                    <\/div>\n                <\/div>\n                <div class=\"profile-summary\">\n                    <div class=\"summary-header\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                        <p>\"New dependent added. Estate plan outdated; no 529 set up.\"<\/p>\n                    <\/div>\n                    <div class=\"summary-divider\"><\/div>\n                    <div class=\"summary-details\">\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Trigger Event<\/p>\n                            <p class=\"detail-value\">Life Event Creation: \"Birth of Child\"<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Relationship Value<\/p>\n                            <p class=\"detail-value\">AUM: $5.2M<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Last Interaction<\/p>\n                            <p class=\"detail-value\">12 days ago (Phone)<\/p>\n                        <\/div>\n                    <\/div>\n                    <div class=\"call-row\">\n                        <a href=\"#\" class=\"call-btn\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M13.0511 10.2048L11.4096 8.8859C11.0329 8.58983 10.4947 8.56291 10.1179 8.85899L8.71865 9.88179C8.55719 10.0164 8.315 9.98945 8.15355 9.82796L6.05462 7.94385L4.17096 5.84442C4.0095 5.68292 4.0095 5.46759 4.11714 5.27918L5.1397 3.87956C5.4357 3.50274 5.40879 2.96442 5.11279 2.5876L3.79423 0.945736C3.39059 0.461251 2.66403 0.407419 2.20658 0.864988L0.807288 2.26461C0.592013 2.47994 0.484375 2.77601 0.484375 3.07209C0.618922 5.8175 1.85675 8.42834 3.68659 10.2586C5.51643 12.0889 8.12664 13.327 10.8714 13.4616C11.1674 13.4885 11.4634 13.3539 11.6787 13.1386L13.078 11.739C13.5892 11.3352 13.5623 10.5816 13.0511 10.2048V10.2048Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            Call\n                        <\/a>\n                        <a href=\"#\" data-full-text=\"Create Education Savings Proposal\" data-short-text=\"Create Savings Proposal\" class=\"action-btn btn-c\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"wm-advisor-scenario-card\">\n                <div class=\"profile-info\">\n                    <div class=\"profile-badge\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <rect width=\"16\" height=\"16\" rx=\"4\" fill=\"#00D4FF\"\/>\n                            <path d=\"M7.79229 8.79989C7.92029 8.91189 8.09629 8.91189 8.22429 8.79989L12.7523 4.60789C12.8323 4.44789 12.8163 4.19189 12.4963 4.19189L3.53629 4.20789C3.29629 4.20789 3.10429 4.43189 3.28029 4.62389L7.79229 8.79989ZM12.8003 6.39989C12.8003 6.19189 12.5443 6.07989 12.4003 6.22389L8.88029 9.48789C8.64029 9.71189 8.33629 9.82389 8.01629 9.82389C7.69629 9.82389 7.39229 9.71189 7.15229 9.48789L3.61629 6.22389C3.58194 6.19317 3.53947 6.17298 3.49396 6.16574C3.44844 6.1585 3.4018 6.16453 3.35962 6.18309C3.31743 6.20165 3.28148 6.23197 3.25607 6.27041C3.23065 6.30886 3.21684 6.35381 3.21629 6.39989V10.5599C3.21629 11.0879 3.64829 11.5199 4.17629 11.5199H11.8563C12.3843 11.5199 12.8163 11.0879 12.8163 10.5599L12.8003 6.39989Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                        E-Mail Pre-Written \u2713\n                    <\/div>\n                    <img decoding=\"async\" src=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Marcus-Thorne.svg\" alt=\"Marcus Thorne\">\n                    <div class=\"profile-details\">\n                        <h4>Marcus Thorne<\/h4>\n                        <p>Business Owner<\/p>\n                    <\/div>\n                <\/div>\n                <div class=\"profile-summary\">\n                    <div class=\"summary-header\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                            <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                        <p>\"Large transfers to external bank. 85% predicted churn risk.\"<\/p>\n                    <\/div>\n                    <div class=\"summary-divider\"><\/div>\n                    <div class=\"summary-details\">\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Trigger Event<\/p>\n                            <p class=\"detail-value\">High Outflow Activity<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Relationship Value<\/p>\n                            <p class=\"detail-value\">AUM: $8.5M<\/p>\n                        <\/div>\n                        <div class=\"detail-row\">\n                            <p class=\"detail-label\">Last Interaction<\/p>\n                            <p class=\"detail-value\">3 months ago (Meeting)<\/p>\n                        <\/div>\n                    <\/div>\n                    <div class=\"call-row\">\n                        <a href=\"#\" class=\"call-btn\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M13.0511 10.2048L11.4096 8.8859C11.0329 8.58983 10.4947 8.56291 10.1179 8.85899L8.71865 9.88179C8.55719 10.0164 8.315 9.98945 8.15355 9.82796L6.05462 7.94385L4.17096 5.84442C4.0095 5.68292 4.0095 5.46759 4.11714 5.27918L5.1397 3.87956C5.4357 3.50274 5.40879 2.96442 5.11279 2.5876L3.79423 0.945736C3.39059 0.461251 2.66403 0.407419 2.20658 0.864988L0.807288 2.26461C0.592013 2.47994 0.484375 2.77601 0.484375 3.07209C0.618922 5.8175 1.85675 8.42834 3.68659 10.2586C5.51643 12.0889 8.12664 13.327 10.8714 13.4616C11.1674 13.4885 11.4634 13.3539 11.6787 13.1386L13.078 11.739C13.5892 11.3352 13.5623 10.5816 13.0511 10.2048V10.2048Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            Call\n                        <\/a>\n                        <a href=\"#\" class=\"action-btn\">\n                            Schedule Relationship Review\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n\n     \n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-constrained wp-container-core-group-is-layout-a13702f3 wp-block-group-is-layout-constrained\" style=\"background:linear-gradient(180deg,rgb(255,255,255) 0%,rgb(242,242,255) 100%);margin-top:0;margin-bottom:0;padding-top:80px;padding-bottom:80px\">\n<div class=\"wp-block-group is-layout-constrained wp-block-group-is-layout-constrained\" style=\"margin-bottom:80px\">\n<h2 class=\"wp-block-heading has-text-align-center wealth-management-title\" id=\"h-salesforce-financial-services-cloud-for-asset-management\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\">Salesforce Financial Services Cloud<br> <mark style=\"background-color:rgba(0, 0, 0, 0);color:#0000bf;font-family:'Instrument Serif';font-style: italic;\" class=\"has-inline-color\">for<\/mark> Asset Management<\/h2>\n\n\n\n<p class=\"has-text-align-center wealth-management-subtitle has-text-color has-link-color has-medium-font-size wp-elements-b4f33abf8ddf96dfaf607bcc2a295e93\" style=\"color:#101070;margin-top:12px;margin-bottom:0\">FSC creates a unified distribution view of funds and deals, aligning sales and service teams.<br>It visualizes relationship networks to maximize AUM growth by precisely targeting key influencers.<\/p>\n\n\n\n<p class=\"has-text-align-center wealth-management-description has-text-color has-link-color wp-elements-ba1c54d448b75f084c71dfe01762b1b6\" style=\"color:#101070;margin-top:12px;margin-bottom:0;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);\">Mobile territory management tools help wholesalers optimize sales efficiency by prioritizing the most profitable partners in real time.<\/p>\n<\/div>\n\n\n\n    <style>\n        \/*  ------ Desktop version ------  *\/\n        \/* changed this *\/\n        .wm-services-card.asset-management-card {\n            \/* changed this *\/\n            height: 378px;\n        }\n        \/* changed this *\/\n        .wm-services-card-top.asset-management-top {\n            \/* changed this *\/\n            padding: 30.5px;\n            background: linear-gradient(236deg, #F9F9FF 9.98%, #FFF 90.02%);\n        }\n        \/* changed this *\/\n        .wm-services-card-top div.gradient-gr-spring {\n            \/* changed this *\/\n            background: linear-gradient(225deg, rgba(0, 255, 170, 0.25) 0%, rgba(255, 212, 0, 0.25) 100%);\n        }\n\n        \/* Responsive styling *\/\n        @media (max-width: 588px) {\n\t\t\t.wm-services-card-top.asset-management-top {\n\t\t\t\twidth: 80px;\n\t\t\t\t\n\t\t\t\tpadding: 0;\n\t\t\t}\n\t\t\t.wm-services-card.asset-management-card {\n\t\t\t\theight: 192px;\n\t\t\t}\n\t\t\t.wm-services-card:nth-child(even) .wm-services-card-top.asset-management-top,\n\t\t\t.wm-services-card:nth-child(even) .wm-services-card-top div.gradient-gr-spring {\n\t\t\t\tborder-radius: 0 20px 20px 0;\n\t\t\t}\n\t\t\t.wm-services-card:nth-child(odd) .wm-services-card-top.asset-management-top,\n\t\t\t.wm-services-card:nth-child(odd) .wm-services-card-top div.gradient-gr-spring {\n\t\t\t\tborder-radius: 20px 0 0 20px;\n\t\t\t}\n\t\t\t.wm-services-card-top div.gradient-gr-spring {\n\t\t\t\twidth: 80px;\n\t\t\t\theight: 100%;\n\t\t\t}\n        }\n    <\/style>\n\n    <div class=\"container\">\n        <div class=\"wm-services-cards\">\n            <div class=\"wm-services-card asset-management-card\">\n                <div class=\"wm-services-card-top asset-management-top\">\n                    <div class=\"gradient-gr-spring\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"60\" height=\"60\" viewbox=\"0 0 60 60\" fill=\"none\">\n                            <path d=\"M48.2538 46.1594H11.7345C10.8692 46.1594 10.0961 46.9434 10.0961 47.808V47.8888C10.0961 50.748 12.4384 53.0769 15.2884 53.0769H44.7115C47.573 53.0769 49.9038 50.748 49.9038 47.8888V47.808C49.9038 46.9434 49.1192 46.1594 48.2538 46.1594Z\" fill=\"#101070\"\/>\n                            <path d=\"M52.4999 10.7069C49.6384 10.7069 47.3076 13.0473 47.3076 15.8951C47.3076 17.4515 47.9999 18.9157 49.1192 19.8727C47.6538 23.2507 44.273 25.5796 40.2922 25.4067C35.7115 25.1531 31.9845 21.4291 31.7307 16.8405C31.7307 16.0565 31.7307 15.3647 31.9038 14.6845C33.8076 13.912 35.1922 12.0904 35.1922 9.84222C35.1922 6.99449 32.8499 4.65405 29.9999 4.65405C27.1499 4.65405 24.8076 6.99449 24.8076 9.84222C24.8076 11.9982 26.1922 13.9005 28.0961 14.6845C28.2692 15.3763 28.2692 16.068 28.2692 16.8405C28.0153 21.4176 24.2884 25.1415 19.6961 25.4067C15.7153 25.6604 12.2538 23.2507 10.8692 19.8727C11.9884 18.9273 12.6922 17.4515 12.6922 15.8951C12.6922 13.0473 10.3499 10.7069 7.49992 10.7069C4.64992 10.7069 2.30762 13.0473 2.30762 15.8951C2.30762 18.7428 4.64992 21.0832 7.49992 21.0832L9.923 39.5877C10.0153 40.3717 10.6961 40.9712 11.5615 40.9712H48.4268C49.2115 40.9712 49.8922 40.3601 50.0768 39.5877L52.4999 21.0832C55.3615 21.0832 57.6922 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35.0192 29.8386 34.373 29.8501C34.1423 29.8386 33.923 29.7809 33.7038 29.7001L31.2576 28.777C30.2192 29.677 29.0076 30.3693 27.7038 30.8078L27.2653 33.4963C27.1038 34.3847 26.3192 35.0309 25.4192 35.0193H23.573C22.673 35.0309 21.8884 34.3847 21.7269 33.4963L21.2884 30.8078C20.0307 30.4386 18.8769 29.8155 17.8846 28.9617L15.2884 29.8847C15.0807 29.9655 14.8499 30.0232 14.6192 30.0347C13.9499 30.0347 13.3384 29.677 12.9923 29.1117L12.0692 27.5886C11.6192 26.8155 11.8038 25.8232 12.5076 25.2693L14.6538 23.527C14.5153 22.8809 14.4346 22.2232 14.4346 21.5655C14.4346 20.9424 14.5153 20.3193 14.6538 19.7193L12.5538 17.8847C11.8384 17.3424 11.6538 16.3386 12.1153 15.5655L13.0384 14.0424C13.373 13.4655 13.9961 13.1078 14.6653 13.1193C14.8961 13.1309 15.1153 13.1886 15.3346 13.2693L17.9307 14.1924C18.9346 13.3386 20.0884 12.6693 21.3346 12.2309L21.7038 9.68088C21.8653 8.80396 22.6499 8.18088 23.5499 8.22704H25.3961C26.2615 8.16934 27.0461 8.75781 27.2423 9.60011L27.6807 12.2078C28.9269 12.6001 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class=\"gradient-gr-spring\">\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"60\" height=\"60\" viewbox=\"0 0 60 60\" fill=\"none\">\n                            <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M27.8534 3.06253C19.0808 3.94107 12.1253 10.8327 11.1837 19.5792C10.6973 25.5981 13.2076 31.471 17.8979 35.2873C19.2936 36.3656 20.1066 38.0306 20.0974 39.7918V39.7918C20.097 41.0374 20.6007 42.2304 21.4943 43.1002C22.3879 43.97 23.5956 44.443 24.8436 44.4119H35.2622C36.4903 44.4119 37.6681 43.9251 38.5365 43.0587C39.4048 42.1923 39.8927 41.0171 39.8927 39.7918V39.7918C39.8834 38.0306 40.6965 36.3656 42.0922 35.2873C46.3615 31.8419 48.8661 26.6746 48.9221 21.1962C49.0379 10.4546 39.3139 1.90752 27.8534 3.06253V3.06253ZM38.156 49.8388H21.9493C20.9699 49.8369 20.1583 50.596 20.0971 51.5713C20.0971 54.5694 22.533 56.9998 25.5379 56.9998H34.5674C36.0104 56.9998 37.3943 56.4279 38.4146 55.4099C39.435 54.3918 40.0082 53.011 40.0082 51.5713C39.947 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45.1095 42.2231C42.9162 48.5257 37.0289 53.1095 29.9872 53.1095V53.1095Z\" fill=\"#101070\"\/>\n                        <\/svg>\n                    <\/div>\n                <\/div>\n                <div class=\"wm-services-card-bottom\">\n                    <h4>AI-Assisted Service<\/h4>\n                    <p>It understands client messages from email, chat, and forms, routes them to the appropriate team, and proposes compliant reply templates.<\/p>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n\n    \n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull has-background is-layout-constrained wp-block-group-is-layout-constrained\" style=\"background-color:#f2f2ff;margin-top:0;margin-bottom:0;padding-top:40px;padding-bottom:40px\">\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-57fb5f0b wp-block-group-is-layout-constrained\" style=\"margin-bottom:32px;letter-spacing:-0.5px;line-height:1.25\">\n<h2 class=\"wp-block-heading has-text-align-left wealth-management-title\" id=\"h-ideal-scenario-0\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\">Ideal Scenario<\/h2>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-right wealth-management-title\" id=\"h-asset-management-team\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);line-height:0.94\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#0000bf;font-family:'Instrument Serif';font-style: italic;\" class=\"has-inline-color\">Asset Management Team<\/mark><\/h2>\n<\/div>\n\n\n\n<p class=\"has-text-align-center asset-management-description\" style=\"margin-top:0px;margin-bottom:32px;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);letter-spacing:-0.5px\">A sales director starts the day in FSC with a clear, AI-driven view of where growth is: which advisors and institutions to focus on, which deals to push, and who needs a touchpoint.<br>Before a key review, FSC assembles performance, flows, and past interactions into a single, ready-to-use view.<br>Follow-ups, reports, and reminders are created automatically, allowing the team to focus on relationships and strategy, not chasing spreadsheets.<\/p>\n\n\n\n    <style>\n        \/* Desktop version *\/\n        .wm-asset-managers-scenario-cards {\n            display: flex;\n            justify-content: center;\n            align-items: center;\n            gap: 32px;\n            flex: 1 0 0;\n            align-self: stretch;\n        }\n        .wm-asset-managers-scenario-card {\n            height: 508px;\n            display: flex;\n            padding: 24px;\n            flex-direction: column;\n            align-items: flex-start;\n            gap: 32px;\n            flex: 1 0 0;\n            align-self: stretch;\n            border-radius: 20px;\n            background: linear-gradient(219deg, var(--Base-White, #FFF) 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1 0 0;\n        }\n        .wm-asset-managers-scenario-card-top-header h4 {\n            color: #04041C;\n            font-size: 24px;\n            font-weight: 400;\n            line-height: 93.8%; \/* 22.512px *\/\n            margin-block-end: 0;\n        }\n        .wm-asset-managers-scenario-card-top-header-subtitle {\n            display: flex;\n            align-items: center;\n            gap: 8px;\n            align-self: stretch;\n        }\n        .wm-asset-managers-scenario-card-top-header-subtitle p {\n            color: #04041C;\n            font-size: 14px;\n            line-height: 112.5%; \/* 15.75px *\/\n            letter-spacing: -0.437px;\n            margin-block-end: 0;\n        }\n        .wm-asset-managers-scenario-card-bottom {\n            display: flex;\n            flex-direction: column;\n            align-items: flex-start;\n            gap: 24px;\n            flex: 1 0 0;\n            align-self: stretch;\n        }\n        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flex: 1 0 0;\n            align-self: stretch;\n            list-style-type: none;\n\t\t\tpadding: 0;\n        }\n        li.wm-asset-managers-scenario-card-bottom-summary-details-main-row {\n            display: flex;\n            align-items: flex-start;\n            gap: 4px;\n            align-self: stretch;\n        }\n        p.wm-asset-managers-scenario-card-bottom-summary-details-main-row-label {\n            color: #0000BF;\n            font-size: 14px;\n            line-height: 112.5%; \/* 15.75px *\/\n            letter-spacing: -0.437px;\n            width: 128px;\n\t\t\tmargin-block-end: 0;\n        }\n        p.wm-asset-managers-scenario-card-bottom-summary-details-main-row-value {\n            color: #101070;\n            font-size: 14px;\n            line-height: 112.5%; \/* 15.75px *\/\n            letter-spacing: -0.437px;\n            flex: 1 0 0;\n\t\t\tmargin-block-end: 0;\n        }\n        p.wm-asset-managers-scenario-card-bottom-summary-details-main-row-value.highlight-value {\n            color: #0000BF;\n        }\n        \n        a.wm-asset-managers-scenario-card-bottom-summary-details-btn {\n            display: flex;\n            height: 32px;\n            padding: 0 16px;\n            justify-content: center;\n            align-items: center;\n            gap: 8px;\n            align-self: stretch;\n            border-radius: 12px;\n            border: 1px solid #101070;\n            color: var(--Blue-Navy, #101070);\n            text-align: center;\n            font-size: 14px;\n            line-height: 150%; \/* 21px *\/\n            letter-spacing: -0.437px;\n            text-decoration: none;\n        }\n        .wm-asset-managers-scenario-card-bottom-divider {\n            width: 100%;\n            height: 1px;\n            background: #E4E4FF;\n        }\n\n        \/* Responsive styling *\/\n        @media (max-width: 1440px) {\n\t\t\t.wm-asset-managers-scenario-cards {\n\t\t\t\tflex-wrap: wrap;\n\t\t\t}\n\t\t\t.wm-asset-managers-scenario-card {\n\t\t\t\tmin-width: 405px;\n\t\t\t\tmax-width: 48%;\n\t\t\t}\n\t\t\t\n        }\n\t\t@media (max-width: 588px) {\n\t\t\t.wm-asset-managers-scenario-card {\n\t\t\t\tmin-width: 355px;\n\t\t\t\tmax-width: 100%;\n\t\t\t\tpadding: 24px 16px;\n\t\t\t}\n\t\t\t.wm-asset-managers-scenario-card .profile-summary .call-row a.action-btn {\n\t\t\t\tpadding: 0 4px;\n\t\t\t}\n\t\t\t.wm-asset-managers-scenario-card-top {\n\t\t\t\tgap: 12px;\n\t\t\t}\n\t\t}\n    <\/style>\n\n    <div class=\"container\">\n        <div class=\"wm-asset-managers-scenario-cards\">\n            <div class=\"wm-asset-managers-scenario-card\">\n                <div class=\"wm-asset-managers-scenario-card-top\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" viewbox=\"0 0 32 32\" fill=\"none\" class=\"round\">\n                        <rect width=\"32\" height=\"32\" rx=\"4\" fill=\"#FFD400\"\/>\n                        <path d=\"M16.0004 12.1599C13.8884 12.1599 12.1604 13.8879 12.1604 15.9999C12.1604 18.1119 13.8884 19.8399 16.0004 19.8399C18.1124 19.8399 19.8404 18.1119 19.8404 15.9999C19.8404 13.8879 18.1124 12.1599 16.0004 12.1599ZM25.6004 15.9999C25.6004 14.8799 22.9124 14.3039 22.4964 13.3119C22.0804 12.2879 23.5524 9.9839 22.7844 9.2159C22.0164 8.4479 19.7124 9.9199 18.6884 9.5039C17.6964 9.0879 17.1204 6.3999 16.0004 6.3999C14.8804 6.3999 14.3044 9.0879 13.3124 9.5039C12.2884 9.9199 9.98439 8.4479 9.21639 9.2159C8.44839 9.9839 9.92039 12.2879 9.50439 13.3119C9.08839 14.3039 6.40039 14.8799 6.40039 15.9999C6.40039 17.1199 9.08839 17.6959 9.50439 18.6879C9.92039 19.7119 8.44839 22.0159 9.21639 22.7839C9.98439 23.5519 12.2884 22.0799 13.3124 22.4959C14.3044 22.9119 14.8804 25.5999 16.0004 25.5999C17.1204 25.5999 17.6964 22.9119 18.6884 22.4959C19.7124 22.0799 22.0164 23.5519 22.7844 22.7839C23.5524 22.0159 22.0804 19.7119 22.4964 18.6879C22.9124 17.6959 25.6004 17.1199 25.6004 15.9999ZM16.0004 21.7599C12.8324 21.7599 10.2404 19.1679 10.2404 15.9999C10.2404 12.8319 12.8324 10.2399 16.0004 10.2399C19.1684 10.2399 21.7604 12.8319 21.7604 15.9999C21.7604 19.1679 19.1684 21.7599 16.0004 21.7599Z\" fill=\"#101070\"\/>\n                    <\/svg>\n                    <div class=\"wm-asset-managers-scenario-card-top-header\">\n                        <h4>Start Your Day<\/h4>\n                        <div class=\"wm-asset-managers-scenario-card-top-header-subtitle\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                                <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            <p>Top Predicted Opportunities<\/p>\n                        <\/div>\n                    <\/div>\n                    <a href=\"#\" class=\"wm-asset-managers-scenario-card-top-btn\">\n                        More\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                            <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                    <\/a>\n                <\/div>\n                <div class=\"wm-asset-managers-scenario-card-bottom\">\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Q1 ESG Fund Allocation<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Account\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        Highland Wealth Partners\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Projected Amount\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        $15,000,000\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Top Insight\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Client downloaded \"2025 Green Energy Outlook\" yesterday.\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            Schedule Product Specialist\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-divider\"><\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Global Tech Model Expansion<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Account\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        Sarah Jenkins\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Projected Amount\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        $2,400,000\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Top Insight\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Competitor contract expiring in 30 days.\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            Email Comparative Analysis\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"wm-asset-managers-scenario-card\">\n                <div class=\"wm-asset-managers-scenario-card-top\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" viewbox=\"0 0 32 32\" fill=\"none\" class=\"round\">\n                        <rect width=\"32\" height=\"32\" rx=\"4\" fill=\"#00D4FF\"\/>\n                        <path d=\"M24.32 13.4399H7.68004C7.5103 13.4399 7.34751 13.5073 7.22749 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16.0673 12.6126 16.1874C12.7326 16.3074 12.8 16.4702 12.8 16.6399V17.9199ZM17.28 22.3999C17.28 22.5696 17.2126 22.7324 17.0926 22.8525C16.9726 22.9725 16.8098 23.0399 16.64 23.0399H15.36C15.1903 23.0399 15.0275 22.9725 14.9075 22.8525C14.7875 22.7324 14.72 22.5696 14.72 22.3999V21.1199C14.72 20.7679 15.008 20.4799 15.36 20.4799H16.64C16.8098 20.4799 16.9726 20.5473 17.0926 20.6674C17.2126 20.7874 17.28 20.9502 17.28 21.1199V22.3999ZM17.28 17.9199C17.28 18.0896 17.2126 18.2524 17.0926 18.3724C16.9726 18.4925 16.8098 18.5599 16.64 18.5599H15.36C15.1903 18.5599 15.0275 18.4925 14.9075 18.3724C14.7875 18.2524 14.72 18.0896 14.72 17.9199V16.6399C14.72 16.2879 15.008 15.9999 15.36 15.9999H16.64C16.8098 15.9999 16.9726 16.0673 17.0926 16.1874C17.2126 16.3074 17.28 16.4702 17.28 16.6399V17.9199ZM21.76 22.3999C21.76 22.5696 21.6926 22.7324 21.5726 22.8525C21.4526 22.9725 21.2898 23.0399 21.12 23.0399H19.84C19.6703 23.0399 19.5075 22.9725 19.3875 22.8525C19.2675 22.7324 19.2 22.5696 19.2 22.3999V21.1199C19.2 20.7679 19.488 20.4799 19.84 20.4799H21.12C21.2898 20.4799 21.4526 20.5473 21.5726 20.6674C21.6926 20.7874 21.76 20.9502 21.76 21.1199V22.3999ZM21.76 17.9199C21.76 18.0896 21.6926 18.2524 21.5726 18.3724C21.4526 18.4925 21.2898 18.5599 21.12 18.5599H19.84C19.6703 18.5599 19.5075 18.4925 19.3875 18.3724C19.2675 18.2524 19.2 18.0896 19.2 17.9199V16.6399C19.2 16.2879 19.488 15.9999 19.84 15.9999H21.12C21.2898 15.9999 21.4526 16.0673 21.5726 16.1874C21.6926 16.3074 21.76 16.4702 21.76 16.6399V17.9199ZM23.04 8.3199H21.44V7.6799C21.44 6.9759 20.864 6.3999 20.16 6.3999C19.456 6.3999 18.88 6.9759 18.88 7.6799V8.3199H13.12V7.6799C13.12 6.9759 12.544 6.3999 11.84 6.3999C11.136 6.3999 10.56 6.9759 10.56 7.6799V8.3199H8.96004C8.45082 8.3199 7.96246 8.52219 7.60239 8.88226C7.24232 9.24233 7.04004 9.73069 7.04004 10.2399V10.8799C7.04004 11.2319 7.32804 11.5199 7.68004 11.5199H24.32C24.4898 11.5199 24.6526 11.4525 24.7726 11.3325C24.8926 11.2124 24.96 11.0496 24.96 10.8799V10.2399C24.96 9.73069 24.7578 9.24233 24.3977 8.88226C24.0376 8.52219 23.5493 8.3199 23.04 8.3199Z\" fill=\"#101070\"\/>\n                    <\/svg>\n                    <div class=\"wm-asset-managers-scenario-card-top-header\">\n                        <h4>Upcoming Review<\/h4>\n                        <div class=\"wm-asset-managers-scenario-card-top-header-subtitle\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                                <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            <p>11:00 AM \u2022 Quarterly Review<\/p>\n                        <\/div>\n                    <\/div>\n                    <a href=\"#\" class=\"wm-asset-managers-scenario-card-top-btn\">\n                        More\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                            <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                    <\/a>\n                <\/div>\n                <div class=\"wm-asset-managers-scenario-card-bottom\">\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Apex Financial Group<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Total AUM\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        $142,500,000\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        YTD Net Flows\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        +$12,400,000 (\u25b2 8.5%)\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Top Holding\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        Global Tech Growth Fund ($55M)\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            Open Client 360 Profile\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-divider\"><\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Michael Ross (CIO)<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Relationship\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Strong (NPS: 9\/10)\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Trigger\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Keyword \"fixed income stats\" detected in notes\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Open Case\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        #00492 (Address Change)\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            View Interaction Brief\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n            <div class=\"wm-asset-managers-scenario-card\">\n                <div class=\"wm-asset-managers-scenario-card-top\">\n                    <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"32\" height=\"32\" viewbox=\"0 0 32 32\" fill=\"none\" class=\"round\">\n                        <rect width=\"32\" height=\"32\" rx=\"4\" fill=\"#00FFAA\"\/>\n                        <path d=\"M13.6324 22.72C13.2484 22.72 12.8644 22.56 12.5764 22.272L6.59239 16.288C6.33639 16.032 6.33639 15.648 6.59239 15.392L7.77639 14.208C8.03239 13.952 8.41639 13.952 8.67239 14.208L13.6324 19.136L23.3284 9.44005C23.5844 9.18405 23.9684 9.18405 24.2244 9.44005L25.4084 10.624C25.6644 10.88 25.6644 11.264 25.4084 11.52L14.6564 22.272C14.3684 22.56 14.0164 22.72 13.6324 22.72Z\" fill=\"#101070\"\/>\n                    <\/svg>\n                    <div class=\"wm-asset-managers-scenario-card-top-header\">\n                        <h4>Suggested Actions<\/h4>\n                        <div class=\"wm-asset-managers-scenario-card-top-header-subtitle\">\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\" viewbox=\"0 0 16 16\" fill=\"none\">\n                                <path d=\"M10.7197 8.37082L8.62537 9.413C7.99614 9.72657 7.48721 10.2338 7.17259 10.861L6.12696 12.9484C5.97891 13.2466 5.55017 13.2466 5.40211 12.9484L4.35648 10.861C4.04187 10.2338 3.53293 9.72657 2.9037 9.413L0.809355 8.37082C0.510163 8.22326 0.510163 7.79594 0.809355 7.64837L2.9037 6.6062C3.53293 6.29263 4.04187 5.78538 4.35648 5.15823L5.40211 3.07081C5.55017 2.77261 5.97891 2.77261 6.12696 3.07081L7.17259 5.15823C7.48721 5.78538 7.99614 6.29263 8.62537 6.6062L10.7197 7.64837C11.0189 7.79594 11.0189 8.22326 10.7197 8.37082ZM15.2878 13.0129L14.3902 12.5641C14.1188 12.4319 13.9029 12.2106 13.7672 11.9431L13.3168 11.0485C13.2551 10.9194 13.0701 10.9194 13.0053 11.0485L12.555 11.9431C12.4223 12.2136 12.2003 12.4288 11.9319 12.5641L11.0343 13.0129C10.9048 13.0744 10.9048 13.2589 11.0343 13.3234L11.9319 13.7723C12.2033 13.9045 12.4193 14.1258 12.555 14.3933L13.0053 15.2879C13.067 15.417 13.2521 15.417 13.3168 15.2879L13.7672 14.3933C13.8998 14.1228 14.1219 13.9076 14.3902 13.7723L15.2878 13.3234C15.4173 13.262 15.4173 13.0775 15.2878 13.0129ZM15.2878 2.68653L14.3902 2.23769C14.1188 2.1055 13.9029 1.88415 13.7672 1.61669L13.3168 0.722083C13.2551 0.592964 13.0701 0.592964 13.0053 0.722083L12.555 1.61669C12.4223 1.88723 12.2003 2.10242 11.9319 2.23769L11.0343 2.68653C10.9048 2.74802 10.9048 2.93247 11.0343 2.99703L11.9319 3.44587C12.2033 3.57806 12.4193 3.79941 12.555 4.06687L13.0053 4.96148C13.067 5.0906 13.2521 5.0906 13.3168 4.96148L13.7672 4.06687C13.8998 3.79634 14.1219 3.58114 14.3902 3.44587L15.2878 2.99703C15.4173 2.93555 15.4173 2.75109 15.2878 2.68653Z\" fill=\"#0000BF\"\/>\n                            <\/svg>\n                            <p>New Tasks<\/p>\n                        <\/div>\n                    <\/div>\n                    <a href=\"#\" class=\"wm-asset-managers-scenario-card-top-btn\">\n                        More\n                        <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                            <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#0000BF\"\/>\n                        <\/svg>\n                    <\/a>\n                <\/div>\n                <div class=\"wm-asset-managers-scenario-card-bottom\">\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Send \"Q3 Fixed Income Outlook\"<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Account\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        Apex Financial\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Trigger\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Keyword \"volatility\" detected in notes\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Due Date\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Dec 15, 2025\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            View, Approve, and Send Email\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-divider\"><\/div>\n                    <div class=\"wm-asset-managers-scenario-card-bottom-summary-details\">\n                        <div class=\"wm-asset-managers-scenario-card-bottom-summary-details-main\">\n                            <h5>Update Opportunity Stage<\/h5>\n                            <ul class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-list\">\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Opportunity\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value highlight-value\">\n                                        Highland $5M Allocation\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Trigger\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Keyword \"verbal commitment\" detected in notes\n                                    <\/p>\n                                <\/li>\n                                <li class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row\">\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-label\">\n                                        Suggestion\n                                    <\/p>\n                                    <p class=\"wm-asset-managers-scenario-card-bottom-summary-details-main-row-value\">\n                                        Move to \"Closed Won\"\n                                    <\/p>\n                                <\/li>\n                            <\/ul>\n                        <\/div>\n                        <a href=\"#\" class=\"wm-asset-managers-scenario-card-bottom-summary-details-btn\">\n                            Email Comparative Analysis\n                            <svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n                                <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0.915009 7.80763H9.85347C10.0958 7.80763 10.2035 8.10379 10.0419 8.26532L7.45732 10.8499C7.29578 11.0115 7.29578 11.2538 7.45732 11.4153L8.04962 12.0076C8.21116 12.1692 8.45347 12.1692 8.61501 12.0076L13.3265 7.26917C13.4881 7.10763 13.4881 6.86532 13.3265 6.70379L8.61501 1.99225C8.45347 1.83071 8.21116 1.83071 8.04962 1.99225L7.48424 2.55763C7.3227 2.71917 7.3227 2.96148 7.48424 3.12302L10.0689 5.70763C10.2304 5.89609 10.1227 6.19225 9.88039 6.19225H0.941932C0.726547 6.19225 0.538086 6.35379 0.538086 6.56917V7.37686C0.538086 7.59225 0.699624 7.80763 0.915009 7.80763V7.80763Z\" fill=\"#101070\"\/>\n                            <\/svg>\n                        <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/div>\n\n    \n<\/div>\n\n\n\n<div class=\"wp-block-group alignfull homepage-contact-section has-background is-layout-constrained wp-container-core-group-is-layout-a59753c3 wp-block-group-is-layout-constrained\" style=\"background:linear-gradient(180deg,rgb(242,242,255) 0%,rgb(255,255,255) 100%);padding-top:70px;padding-right:0;padding-bottom:70px;padding-left:0\">\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-ebd4a790 wp-block-group-is-layout-constrained\" style=\"margin-bottom:0\">\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-e555385e wp-block-group-is-layout-constrained\">\n<h2 class=\"wp-block-heading has-text-align-center custom-section-title has-text-color has-link-color wp-elements-7afe4652ab60fea7418e3f6a0fa013cf\" id=\"h-let-s-get-in-touch\" style=\"color:#04041c;margin-top:0px;margin-bottom:0px;font-size:clamp(35.2px, 2.2rem + ((1vw - 3.2px) * 2.25), 64px);\">Let\u2019s <mark style=\"background-color:rgba(0, 0, 0, 0);color:#0000bf;font-family:'Instrument Serif';font-style: italic;\" class=\"has-inline-color\">get<\/mark> in touch<\/h2>\n\n\n\n<p class=\"has-text-align-center has-text-color has-link-color wp-elements-23e30c1a852837d55a8b380d8cb4f230\" style=\"color:#101070;margin-top:12px;font-size:clamp(15.747px, 0.984rem + ((1vw - 3.2px) * 0.645), 24px);line-height:1.2\">We&#8217;d love to show you what we can do for you and answer any questions.<\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-group custom-contact-container is-content-justification-center is-nowrap is-layout-flex wp-container-core-group-is-layout-fdf5575e wp-block-group-is-layout-flex\" style=\"margin-top:96px;margin-bottom:0\">\n<div class=\"wp-block-group wp-container-content-9cfa9a5a is-layout-flow wp-block-group-is-layout-flow\">\n<iframe loading=\"lazy\" src=\"https:\/\/www2.enxoo.com\/l\/327151\/2025-11-28\/7l3w2q\" width=\"100%\" height=\"100%\" type=\"text\/html\" frameborder=\"0\" allowtransparency=\"true\" style=\"border: 0\" id=\"myiframe\"><\/iframe>\n<script>\n    window.addEventListener('message', function(e) {\n        const iframe = document.getElementById('myiframe');\n        \n\tif (e.origin !== 'https:\/\/www2.enxoo.com') return;\n\n    \t\/\/ Resizing\n    \tif (e.data.isContactForm === true && iframe) {\n       \t\tiframe.style.height = e.data.height + 'px';\n    \t}\n\n\t\/\/ LinkedIn conversion\n    \tif (e.data.type === \"consultation\") {\n        \tfunction fireLinkedInConversion() {\n  \t\t\tif (typeof window.lintrk === \"function\") {\n    \t\t\t\twindow.lintrk('track', { conversion_id: 22802314 });\n  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decoding=\"async\" width=\"1458\" height=\"1184\" src=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber.png\" alt=\"\" class=\"wp-image-10774\" style=\"object-fit:cover;width:160px;height:160px\" srcset=\"https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber.png 1458w, https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber-300x244.png 300w, https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber-1024x832.png 1024w, https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber-768x624.png 768w, https:\/\/enxoo.com\/wp-content\/uploads\/2026\/01\/Jakub-Weber-15x12.png 15w\" sizes=\"auto, (max-width: 1458px) 100vw, 1458px\" \/><\/figure>\n\n\n\n<div class=\"wp-block-group is-layout-constrained wp-container-core-group-is-layout-c00e20fa wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:16px\">\n<h4 class=\"wp-block-heading has-text-align-center\" id=\"h-jakub-weber\" style=\"margin-top:0;margin-bottom:0;font-size:clamp(15.747px, 0.984rem + ((1vw - 3.2px) * 0.645), 24px);line-height:1.3\"> Jakub Weber<\/h4>\n\n\n\n<p class=\"has-text-align-center has-text-color has-link-color wp-elements-042e9171e483d054cf27cf05bc55e066\" style=\"color:#101070;margin-top:0;margin-bottom:0;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);line-height:1.2\">Head of<\/p>\n\n\n\n<p class=\"has-text-align-center has-text-color has-link-color wp-elements-6cb042923c5aac487cf698d0fcb02716\" style=\"color:#101070;margin-top:0;margin-bottom:0;font-size:clamp(14px, 0.875rem + ((1vw - 3.2px) * 0.156), 16px);line-height:1.2\">Financial Services Business line<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group contact-info-block is-layout-constrained wp-container-core-group-is-layout-2d27434a wp-block-group-is-layout-constrained\" style=\"margin-top:0;margin-bottom:0\">\n<div class=\"wp-block-group is-content-justification-left is-nowrap is-layout-flex wp-container-core-group-is-layout-41b6047c wp-block-group-is-layout-flex\" style=\"margin-top:0;margin-bottom:0\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n  <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M6.70391 8.10384C6.86545 8.26538 7.10776 8.26538 7.2693 8.10384L13.3539 2.45003C13.4616 2.23464 13.4347 1.88464 13.0039 1.88464L0.969285 1.91157C0.646207 1.91157 0.376976 2.20772 0.619284 2.47695L6.70391 8.10384V8.10384ZM13.4617 4.65776C13.4617 4.38853 13.1386 4.22699 12.9232 4.41545L8.1578 8.80389C7.83472 9.10004 7.43087 9.26158 7.0001 9.26158C6.56933 9.26158 6.16549 9.10004 5.84241 8.83081L1.10394 4.41545C0.88855 4.22699 0.565473 4.36161 0.565473 4.65776C0.538549 4.57699 0.538549 10.7693 0.538549 10.7693C0.538549 11.3616 1.02317 11.8462 1.61548 11.8462H12.3847C12.977 11.8462 13.4617 11.3616 13.4617 10.7693V4.65776Z\" fill=\"#0000BF\"\/>\n<\/svg>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-a2c3d9a79e49ee3f3f58521928678aad\" style=\"color:#0000bf;font-size:14px;line-height:1.3\"><a href=\"mailto:jakub.weber@enxoo.com\">jakub.weber@enxoo.com<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-group is-content-justification-left is-nowrap is-layout-flex wp-container-core-group-is-layout-3c30eedc wp-block-group-is-layout-flex\" style=\"margin-top:8px\">\n<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"14\" height=\"14\" viewbox=\"0 0 14 14\" fill=\"none\">\n  <path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M13.0513 10.2047L11.4098 8.88584C11.0331 8.58977 10.4949 8.56285 10.1182 8.85893L8.71889 9.88173C8.55743 10.0163 8.31525 9.98939 8.15379 9.8279L6.05486 7.94379L4.1712 5.84436C4.00975 5.68286 4.00975 5.46753 4.11739 5.27912L5.13994 3.8795C5.43595 3.50268 5.40904 2.96436 5.11303 2.58754L3.79447 0.945675C3.39083 0.46119 2.66428 0.407358 2.20682 0.864927L0.807532 2.26455C0.592257 2.47988 0.484619 2.77595 0.484619 3.07202C0.619166 5.81744 1.857 8.42827 3.68684 10.2586C5.51667 12.0888 8.12688 13.327 10.8716 13.4615C11.1676 13.4884 11.4636 13.3539 11.6789 13.1385L13.0782 11.7389C13.5895 11.3352 13.5626 10.5815 13.0513 10.2047V10.2047Z\" fill=\"#0000BF\"\/>\n<\/svg>\n\n\n\n<p class=\"has-text-color has-link-color wp-elements-6f916ee4d85e261141994ed9cf83893a\" style=\"color:#0000bf;font-size:14px;line-height:1.3\"><a href=\"tel:482211511500\">+48 22 115 11500<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Faster Onboarding 360\u00b0 Client View Better Decisions Salesforce Financial Services Cloud for Wealth Management Financial Services Cloud provides a holistic client 360 view of assets and goals in one dashboard. Accelerates time to value, boosts advisor productivity, empowers teams, helps deliver personalized advice, increases client retention, and deepens loyalty. Ideal Scenario Advisor\u2019s Day A wealth [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-10787","page","type-page","status-publish","hentry"],"blocksy_meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Wealth Management - Enxoo<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/enxoo.com\/pl\/wealth-management\/\" \/>\n<meta property=\"og:locale\" content=\"pl_PL\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth Management\" \/>\n<meta property=\"og:description\" content=\"Faster Onboarding 360\u00b0 Client View Better Decisions Salesforce Financial Services Cloud for Wealth Management Financial Services Cloud provides a holistic client 360 view of assets and goals in one dashboard. 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