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WealthConnect Professional

By GBST WealthConnect

Empower your advisers, elevate your business.

No Ratings
Starting at $1,500   AUD/user/year
Industries
Financial Services
Requires
Financial Services Cloud
AppExchange Partner Products
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
Compatible With
Financial Services Cloud

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

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Financial Services Cloud
AppExchange Partner Products
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
This solution requires a partner product that isn’t publicly listed on AppExchange. Contact the provider for details.
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Additional Requirements
Financial Services Cloud Conga

App Details

Version
WealthConnect Professional/12.2.0.2026020501 12.2.0
Listed On
03/06/2023
Latest Release
02/05/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 264
Custom Tabs: 60
Custom Apps: 2
Lightning Components
Global: 139
App Builder: 24
Community Builder: 8
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.44200.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
04/21/2023

Additional Details

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.

Need help?

GBST WealthConnect

Sydney, Australia

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