WealthConnect - Creativemass Enterprises - AppExchange
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WealthConnect

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

Rating

(2)

Listed On

3/3/2020

Latest Release

1/31/2020

The Future of Financial Services Delivered Today

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.

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