Wealthtack - Credent Partners Ltd. - AppExchange
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€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 nonprofits

More plans available
€996 EUR per user per year

Rating

(1)

Latest Release

5/16/2019

CATEGORIES

Productivity
An easy to use CRM for HNW and UHNW wealth managers

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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