Advisor
Console Pro.
Single workspace for Relationship Manager. Integrated client 360, suitability, meeting preparation & next-best-action. Developed and delivered within 8 weeks.
Request a demo →Request datasheet →Advisor Console Pro is Techila Global Services lead Salesforce FSC accelerator. A single pane workspace for relationships managers at wealth management, private banking and IFA networks. Supplied as a configured managed package on FSC and Data Cloud-it includes Client 360, suitability checks, A.I. Drafted meeting preps, next best actions, jurisdiction packs (UK, EU, CH, SG, HK, US), book analysis and to date, 24 enterprise deployments and is live with an 8 week time to live, plus average 41% advisor productivity gain.
[ At a glance ]
- Product
- Advisor Console Pro · v4.2 (Apr 2026)
- Provider
- Techila Global Services · Salesforce Summit Partner
- Built on
- Salesforce FSC + Data Cloud + Agentforce
- Time to go-live
- 8 weeks (typical), per Summit-architect-led delivery
- Built for
- Wealth managers · Private banks · IFA networks
- Jurisdictions
- UK · EU · CH · SG · HK · US (FCA, MiFID II, FINRA-aligned)
- Deployments
- 24 enterprise deployments live · 4.9/5 AppExchange rating
- Pricing model
- Per-advisor, per-month subscription · annual commit
[ The problem ]
The relationship manager was spending 62% of the week not selling.
Modern advisor is standing on top of a tower never meant for him.Core Banking, Three CRMs, Research terminal,KYC portal, Two spreadsheets and none of them can talk to each other.
Advisor Console Pro is our solution one workspace to collapse the stack, keeping all the back-end system intact and bringing the advisor out in front of the client again.
[ Features ]
Built for advisors, by advisors.
8 core capabilities shipped as a configurable managed package-every enterprise tweaks it, nobody forks it.
[ Pricing ]
Per-advisor, per month.
Advisor Console Pro will be sold as an annual managed-services subscription per advisor seat, to fit book economics of wealth management, each tier of which will include the FSC managed suite, configuration, enablement, and a dedicated Summit architect.
- ✓Up to 250 advisors
- ✓Unified Client 360
- ✓Suitability engine
- ✓Single-jurisdiction pack
- ✓Standard SLA (next business day)
- ✓Up to 5,000 advisors
- ✓Everything in Boutique
- ✓Agentforce meeting prep
- ✓Next-best-action engine
- ✓Up to 3 jurisdiction packs
- ✓Enhanced SLA & DR
- ✓Unlimited advisors
- ✓Everything in Wealth
- ✓All 6 jurisdiction packs
- ✓Dedicated Summit architect
- ✓24×7 global SLA
- ✓Custom integrations & data residency
“We replaced nine applications with one. Our advisors got their week back, and our clients noticed inside a month.”
— Chief Operating Officer · Top-5 European Private Bank
[ Related services ]
Pair this product with.
Salesforce Financial Services Cloud
The platform Advisor Console Pro is built on. Pair the product with a senior-led FSC implementation for end-to-end delivery.
Explore→Salesforce Data Cloud
Ground Advisor Console Pro on a unified household profile — identity resolution, calculated insights, and real-time activation.
Explore→Agentforce
Extend the product with custom AI advisor copilots, complaint-triage agents, and adviser-assist surfaces.
Explore→Managed Support
Operate Advisor Console Pro as part of a senior-led managed-services engagement — observability, releases, and value review.
Explore→[ FAQ ]
Frequently asked questions.
What buyers ask before commissioning a Techila product.
[ More products ]
Explore the accelerator suite.
Eight accelerators across wealth, service, data, revenue and managed services.
Unify Harmoniser
Pre-built Data Cloud models and matching rules — the unification layer that powers Advisor Console Pro's household view.
Learn more→Agentforce Pilot Kit
Stand up the AI agents Advisor Console Pro relies on, with guardrails and Trust-Layer controls baked in.
Learn more→Platform Guardian
24×7 managed services with a quarterly value roadmap — operate Advisor Console Pro under packaged SLAs.
Learn more→