€95 EUR per user per month We charge per user monthly or annually . We offer an installation & configuration service at EUR 800 per user, capped at EUR 5,000 (strongly recommended). Further integration project support available.
Discounts available for nonprofitsMore plans available
Wealthtack is an industry-specific app that extends standard Salesforce functionality to support the needs of the ultra HNW & HNW wealth manager. It can eliminate disparate silos of information, while quickly providing RMs with useful business tools.
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