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WealthTrack

By TechActif Consulting Ltd.

Wealth Management CRM for Canadian Financial Advisors

No Ratings
$40   CAD/user/month
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Business Need
Finance

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.

  • Wealth Management for Canadian Financial Advisors

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer

App Details

Version
WealthTrack/Spring 2016 1.3.0
Listed On
05/19/2016
Latest Release
03/04/2022
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 9
Custom Tabs: 7
Custom Apps: 1
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/12/2016

Additional Details

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.

Need help?

TechActif Consulting Ltd.

Kingston, ON Canada

Email Techactif's consultants to answer any of your support questions.

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