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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