WealthTrack
By TechActif Consulting Ltd.Finance
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From 40 CAD per user per month
- Listed since
- 2016
About WealthTrack
Wealth Management CRM for Canadian Financial Advisors
WealthTrack was designed in conjunction with Canadian financial planners, financial advisors, and their administrative staff. It was created by Canadian application developers to support the independent financial advisor by giving them the tools they need to track their client wealth, activity and critical dates. Financial Advisors can track assets and insurance for clients whether they sold them or not. WealthTrack gives you that 360 degree view of you client - regardless of your back end systems. You can use WealthTrack reports to know which of your clients should receive marketing messages and target your communications.
Highlights
- Canadian financial advisors and financial planners now have an application that uses Canadian terminology for insurance, investments and cost tracking. WealthTrack helps you track households, individual clients, companies and even group insurance plans.
- Easily schedule tasks, meetings, renewal reminders and deadlines. Build action plans and reports, then share them amongst your team. Quickly update client portfolios and build company specific templates.
- Whether you are a CRM rookie, or a seasoned veteran in Salesforce, you will find WealthTrack can easily be adopted and deployed. TechActif's team provides on-going service and support to ensure that your company's specific needs are met.
Screenshots and videos
Pricing
Paid, from 40 CAD per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | CA$40 per user | Monthly |
WealthTrack is licensed per user and billed annually. On-boarding fees are extra and include installation, configuration, standard user set-up, and importing existing Accounts and Contacts. Details can be found at www.techactif.com
Compatibility
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Salesforce Platform
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on May 12, 2016
- Languages
- English
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