WealthConnect Professional

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.