By Wealth Access, Inc.
$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.
Latest Release
4/12/2021
CATEGORIES
FinanceWealth Access works with existing systems to generate deep insights that power hyper-personalized banking and wealth management experiences.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.