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WealthConnect Professional
Empower your advisers, elevate your business.
GBST WealthConnect
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GBST’s WealthConnect delivers the world’s first investment platform based solely on Salesforce – seamlessly integrating the customer-first principles of the CRM platform with that of modern technology delivery. As the world moves to more efficient investment instruments and embraces open banking and open APIs to democratise data, whilst delivering personal engagement via ubiquitous mobile and online tools, WealthConnect bridges the gap to the future of financial services and delivers that fully integrated capability now via modern technology.