AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

WealthConnect Professional

Empower your advisers, elevate your business.

Overview

Simplify client administration and practice management by centralising all your data into a single configurable system, powered by Salesforce CRM for enhanced customer experience and engagement

1 of 6

  • As a full client life cycle system for the wealth management and advice industry, WealthConnect supports the demanding requirements of providers by delivering business rule-driven functionality to support flexible advice and compliance procedures.

  • WealthConnect has been developed with structured workflows as a fundamental principle to eliminate manual intervention and increase business efficiencies.

  • Based on Salesforce FSC, WealthConnect includes all the essential CRM components to store, track, and analyse client and prospect information in one central location.

  • WealthConnect’s design is highly configurable, allowing users to manage workflow, business rules, validation, and system behaviour which result in the ability to onboard and manage clients quickly and easily, without complex software development.

  • The WealthConnect solution is provided as Software as a Service (SaaS) and a Managed Package that interacts seamlessly with Salesforce Financial Services Cloud to provide the complete end-to-end solution you require.

WealthConnect is a comprehensive digital solution that simplifies client administration, practice management, and wealth management. It centralises all data to deliver a single source of truth, eliminating the need for multiple systems. Built on Salesforce technology, the software has flexibility and advanced functionality to meet your business needs and prioritise client experience and engagement. Designed to align with your business's functions, WealthConnect can be easily customised to incorporate your business and process needs. It doesn't impose specific business process workflows or require you to adapt to fit the system; instead, it's built to work how you want it to. The software has been deliberately developed with a neutral approach, ensuring it remains agnostic and flexible for your business, putting you in control of your operations. WealthConnect offers seamless integration with existing software and tools, ensuring a smooth transition and minimal disruption to your operations and client book.

Categories

Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder