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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