WealthConnect Professional
By GBST WealthConnect
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From 1,500 AUD per user per year
- Listed since
- 2023
About WealthConnect Professional
Empower your advisers, elevate your business.
WealthConnect is a comprehensive digital solution that simplifies client administration, practice management, and wealth management. It centralises all data to deliver a single source of truth, eliminating the need for multiple systems. Built on Salesforce technology, the software has flexibility and advanced functionality to meet your business needs and prioritise client experience and engagement.
Designed to align with your business's functions, WealthConnect can be easily customised to incorporate your business and process needs. It doesn't impose specific business process workflows or require you to adapt to fit the system; instead, it's built to work how you want it to. The software has been deliberately developed with a neutral approach, ensuring it remains agnostic and flexible for your business, putting you in control of your operations.
WealthConnect offers seamless integration with existing software and tools, ensuring a smooth transition and minimal disruption to your operations and client book.
Highlights
- As a full client life cycle system for the wealth management and advice industry, WealthConnect supports the demanding requirements of providers by delivering business rule-driven functionality to support flexible advice and compliance procedures.
- WealthConnect has been developed with structured workflows as a fundamental principle to eliminate manual intervention and increase business efficiencies.
- Based on Salesforce FSC, WealthConnect includes all the essential CRM components to store, track, and analyse client and prospect information in one central location.
- WealthConnect’s design is highly configurable, allowing users to manage workflow, business rules, validation, and system behaviour which result in the ability to onboard and manage clients quickly and easily, without complex software development.
- The WealthConnect solution is provided as Software as a Service (SaaS) and a Managed Package that interacts seamlessly with Salesforce Financial Services Cloud to provide the complete end-to-end solution you require.
Screenshots
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Pricing
Paid, from 1,500 AUD per user per year.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | A$1,500 per user | Yearly |
WealthConnect is available in 3 editions, Base, Advanced and Professional Please contact us for more details and pricing
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Enterprise
- Unlimited
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 21, 2023
- Industries
- Financial Services
- Languages
- English