Wealth-X
Maximize your relationships with the wealthy
Paid Add-On Required | Discounts for nonprofits
You must pay for a product or service that is external to Salesforce for this solution to work. Discounts available for nonprofits.
The Salesforce Connector starts at $3,000/yr for up to 3 users and requires a separate subscription to Wealth-X in order to activate the full solution
Wealth-X for Salesforce
Lowest Starting Price
$3,000User/Year