Wealth Access for Salesforce Financial Services Cloud - Wealth Access, Inc. - AppExchange
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Wealth Access for Salesforce Financial Services Cloud

By Wealth Access, Inc.
Wealth Access for Salesforce Financial Services Cloud
Wealth Access unified customer balance sheet data is presented automatically in Salesforce.com
Clients view their complete living balance sheet through a branded mobile app/portal
Clients add and manage financial accounts through a branded mobile app/portal.
Clients add external accounts through connections to over 20,000 institutions.
Wealth Access unifies customer data across all balance sheet categories.
Clients and financial professionals can freely share documents within our secure document vault.
Clients can analyze spending habits through our Transaction Enrichment Service offering.
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$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.

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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.

$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.