Wealth Access for Salesforce Financial Services Cloud - Wealth Access, Inc. - AppExchange
Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Wealth Access for Salesforce Financial Services Cloud

We're still gathering your accounts. This process takes a few moments.

$25 USD per Administrator User per month In addition to the specified user pricing for Salesforce.com administrator users, there is Base + Tiered pricing model based on the number of client records included in the integration.

Rating

(0)

Latest Release

4/12/2021

CATEGORIES

Finance
Enterprise Customer Data Unification.

Wealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.

Loading