Starting at $1,000 USD per user per year Base License USD 1000 per user per annum Professional License USD 2000 per user per annum
WealthConnect enables industry leading functionality using the cloud scaling capabilities of Salesforce Financial Services Cloud (FSC) while providing new, advanced capabilities in Wealth Management, Asset Management and Dealer/Broking.
We show Salesforce accounts that are linked to Trailblazer.me and have the Manage Billing permission. If your account is missing, check that you connected the account to your Trailblazer.me profile. Then verify that you’ve been assigned the Manage Billing permission in the related org.