Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
WealthTrack
Wealth Management CRM for Canadian Financial Advisors
- 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.
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.
Provider Details
TechActif is a Cloud Consulting company specializing in custom solutions for the FinServ and high-tech industries. Wealthtrack is our first Appexchange application designed for the small to mid-sized financial advisory firm. WealthTrack can be used as delivered or customized to meet specific needs of a firm or advisor.
Pricing Details
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
Default Plan
$40 CAD/user/month