WealthTrack - TechActif Consulting Ltd. - AppExchange
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WealthTrack

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$40 CAD per user per month 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

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Latest Release

5/9/2016

CATEGORIES

Finance
Wealth Management CRM for Canadian Financial Advisors

WealthTrack CRM is designed specifically for Canadian financial professionals on the Salesforce Lightning platform. WealthTrack was designed in collaboration with experienced planners and advisors, and can easily be implemented for firms of all sizes.

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